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

Ameliora 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 		$142K Hold
1,730
– – 0.04% 122
2026
Q1 		$143K Hold
1,730
– – 0.05% 111
2025
Q4 		$143K Hold
1,730
– – 0.04% 111
2025
Q3 		$144K Hold
1,730
– – 0.05% 116
2025
Q2 		$143K Sell
1,730
-3,450
-67% -$285K 0.05% 117
2025
Q1 		$429K Sell
5,180
-477
-8% -$39.2K 0.16% 64
2024
Q4 		$464K Hold
5,657
– – 0.17% 66
2024
Q3 		$470K Sell
5,657
-68,491
-92% -$5.65M 0.2% 55
2024
Q2 		$6.05M Buy
74,148
+10,836
+17% +$882K 2.75% 11
2024
Q1 		$5.18M Buy
63,312
+404
+0.6% +$33.1K 2.35% 12
2023
Q4 		$5.16M Buy
62,908
+202
+0.3% +$16.4K 2.56% 12
2023
Q3 		$5.08M Buy
62,706
+11,212
+22% +$908K 3.01% 9
2023
Q2 		$4.18M Buy
51,494
+13,530
+36% +$1.11M 2.58% 9
2023
Q1 		$3.12M Buy
37,964
+3,304
+10% +$269K 1.82% 14
2022
Q4 		$2.81M Buy
34,660
+2,204
+7% +$179K 1.5% 23
2022
Q3 		$2.63M Buy
+32,456
New +$2.67M 1.43% 22

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameliora Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,730 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #122.

Ameliora Wealth Management first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.05M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Ameliora Wealth Management held 1,730 shares of iShares 1-3 Year Treasury Bond ETF worth $142K as of Q2 2026.
  • Ameliora Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Ameliora Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Ameliora Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6.05M in Q2 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.