AWM
SHY icon

Alterna Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alterna Wealth Management’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 		$7.53M Buy
91,691
+8,128
+10% +$668K 4.32% 4
2026
Q1 		$6.9M Buy
83,563
+7,620
+10% +$631K 5.23% 2
2025
Q4 		$6.29M Sell
75,943
-8,878
-10% -$736K 5.24% 3
2025
Q3 		$7.04M Sell
84,821
-12,910
-13% -$1.07M 5.79% 3
2025
Q2 		$8.1M Sell
97,731
-2,969
-3% -$245K 6.48% 2
2025
Q1 		$8.33M Buy
100,700
+11,202
+13% +$921K 6.32% 2
2024
Q4 		$7.34M Buy
89,498
+34,354
+62% +$2.82M 6.19% 2
2024
Q3 		$4.59M Sell
55,144
-38,737
-41% -$3.2M 4.12% 6
2024
Q2 		$7.67M Sell
93,881
-40,967
-30% -$3.33M 6.71% 1
2024
Q1 		$11M Buy
134,848
+12,385
+10% +$1.01M 8.94% 2
2023
Q4 		$10M Buy
122,463
+19,102
+18% +$1.55M 12.09% 1
2023
Q3 		$8.37M Buy
103,361
+43,628
+73% +$3.53M 10.7% 1
2023
Q2 		$4.84M Sell
59,733
-1,017
-2% -$83.2K 5.61% 2
2023
Q1 		$4.99M Sell
60,750
-5,082
-8% -$414K 6.26% 2
2022
Q4 		$5.36M Sell
65,832
-17,698
-21% -$1.44M 6.01% 2
2022
Q3 		$6.78M Buy
83,530
+6,360
+8% +$523K 8.05% 1
2022
Q2 		$6.39M Buy
77,170
+23,506
+44% +$1.95M 6.49% 2
2022
Q1 		$4.47M Sell
53,664
-22,398
-29% -$1.89M 3.77% 7
2021
Q4 		$6.51M Buy
+76,062
New +$6.52M 5.41% 1
2020
Q4 		$4.67M Buy
54,011
+5,483
+11% +$474K 5.88% 1
2020
Q3 		$4.2M Sell
48,528
-9,570
-16% -$828K 6.08% 1
2020
Q2 		$5.03M Buy
58,098
+764
+1% +$66.2K 6.01% 2
2020
Q1 		$4.97M Buy
57,334
+13,005
+29% +$1.11M 7.19% 2
2019
Q4 		$3.75M Buy
44,329
+519
+1% +$44K 4.17% 4
2019
Q3 		$3.72M Sell
43,810
-3,658
-8% -$310K 4.39% 2
2019
Q2 		$4.02M Buy
47,468
+3,595
+8% +$303K 4.83% 2
2019
Q1 		$3.69M Buy
+43,873
New +$3.67M 3.12% 5

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Alterna Wealth Management's SHY Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.7% in Q2 2026, buying an estimated $668K and bringing the position to 91,691 shares worth $7.53M. The position accounts for 4.32% of the portfolio, ranked #4.

Alterna Wealth Management first reported a position in SHY in Q1 2019 and has held it in 27 quarters since. The position peaked at $11M in Q1 2024. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Alterna Wealth Management held 91,691 shares of iShares 1-3 Year Treasury Bond ETF worth $7.53M as of Q2 2026.
  • Alterna Wealth Management bought 8,128 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $668K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.32% of Alterna Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Alterna Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • Alterna Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $11M in Q1 2024.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.