Aegis Wealth Management (Maryland)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Buy	20,871 +10,405	+99%	+$856K	0.81%	32
2026 Q1	$864K	Buy	10,466 +800	+8%	+$66.2K	0.49%	46
2025 Q4	$801K	Buy	9,666 +265	+3%	+$22K	0.45%	47
2025 Q3	$780K	Sell	9,401 -5,365	-36%	-$444K	0.42%	48
2025 Q2	$1.22M	Hold	14,766	–	–	0.73%	38
2025 Q1	$1.22M	Buy	14,766 +9,772	+196%	+$804K	0.72%	39
2024 Q4	$409K	Buy	+4,994	New	+$411K	0.28%	55

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s SHY Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 99% in Q2 2026, buying an estimated $856K and bringing the position to 20,871 shares worth $1.71M. The position accounts for 0.81% of the portfolio, ranked #32.

Aegis Wealth Management (Maryland) first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Aegis Wealth Management (Maryland) held 20,871 shares of iShares 1-3 Year Treasury Bond ETF worth $1.71M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 10,405 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $856K.
iShares 1-3 Year Treasury Bond ETF made up 0.81% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #32 holding.
Aegis Wealth Management (Maryland) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.