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

Angeles 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 		$8.62M Buy
104,938
+9,984
+11% +$821K 0.39% 34
2026
Q1 		$7.84M Sell
94,954
-14,672
-13% -$1.21M 0.43% 32
2025
Q4 		$9.08M Buy
109,626
+41,266
+60% +$3.42M 0.5% 27
2025
Q3 		$5.67M Buy
68,360
+2,006
+3% +$166K 0.35% 33
2025
Q2 		$5.5M Buy
66,354
+61
+0.1% +$5.04K 0.38% 30
2025
Q1 		$5.48M Buy
66,293
+9,133
+16% +$751K 0.46% 28
2024
Q4 		$4.69M Buy
57,160
+10,221
+22% +$840K 0.39% 31
2024
Q3 		$3.9M Sell
46,939
-138,417
-75% -$11.4M 0.34% 33
2024
Q2 		$15.1M Buy
185,356
+13,089
+8% +$1.06M 1.42% 18
2024
Q1 		$14.1M Buy
172,267
+23,522
+16% +$1.92M 1.41% 19
2023
Q4 		$12.2M Buy
148,745
+2,230
+2% +$181K 1.49% 17
2023
Q3 		$11.9M Sell
146,515
-1,815
-1% -$147K 1.68% 17
2023
Q2 		$12M Buy
148,330
+5,811
+4% +$475K 1.64% 17
2023
Q1 		$11.7M Buy
142,519
+8,439
+6% +$688K 1.74% 18
2022
Q4 		$10.9M Buy
134,080
+59,380
+79% +$4.82M 1.9% 18
2022
Q3 		$6.07M Sell
74,700
-7,240
-9% -$596K 1.2% 18
2022
Q2 		$6.78M Buy
+81,940
New +$6.8M 1.36% 18

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

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

Angeles Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $821K and bringing the position to 104,938 shares worth $8.62M. The position accounts for 0.39% of the portfolio, ranked #34.

Angeles Wealth Management first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.1M in Q2 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Angeles Wealth Management held 104,938 shares of iShares 1-3 Year Treasury Bond ETF worth $8.62M as of Q2 2026.
  • Angeles Wealth Management bought 9,984 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $821K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.39% of Angeles Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Angeles Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $15.1M in Q2 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.