AWM
SHY icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Angeles Wealth Management's SHY Position: Q1 2026 in Review

Angeles Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, selling an estimated $1.21M and leaving 94,954 shares worth $7.84M. The position accounts for 0.43% of the portfolio, ranked #32.

Angeles Wealth Management first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q2 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Angeles Wealth Management held 94,954 shares of iShares 1-3 Year Treasury Bond ETF worth $7.84M as of Q1 2026.
  • Angeles Wealth Management sold 14,672 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.21M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.43% of Angeles Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Angeles Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $15.1M in Q2 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.