AWM
SHY icon

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

Apollon 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 		$802K Sell
9,763
-8,044
-45% -$661K 0.01% 818
2026
Q1 		$1.47M Buy
17,807
+7,214
+68% +$597K 0.02% 465
2025
Q4 		$877K Sell
10,593
-837
-7% -$69.4K 0.02% 627
2025
Q3 		$948K Sell
11,430
-2,013
-15% -$166K 0.02% 580
2025
Q2 		$1.11M Sell
13,443
-8,031
-37% -$663K 0.02% 520
2025
Q1 		$1.78M Buy
21,474
+125
+0.6% +$10.3K 0.04% 359
2024
Q4 		$1.75M Sell
21,349
-6,599
-24% -$542K 0.04% 367
2024
Q3 		$2.32M Sell
27,948
-1,878
-6% -$155K 0.07% 271
2024
Q2 		$2.44M Sell
29,826
-11,133
-27% -$906K 0.07% 239
2024
Q1 		$3.35M Sell
40,959
-24,833
-38% -$2.03M 0.11% 173
2023
Q4 		$5.4M Buy
65,792
+46,880
+248% +$3.81M 0.19% 97
2023
Q3 		$1.53M Buy
18,912
+4,723
+33% +$382K 0.08% 252
2023
Q2 		$1.15M Buy
14,189
+3,748
+36% +$306K 0.06% 353
2023
Q1 		$858K Sell
10,441
-1,820
-15% -$148K 0.05% 373
2022
Q4 		$995K Sell
12,261
-21,536
-64% -$1.75M 0.07% 297
2022
Q3 		$2.75M Buy
33,797
+7,655
+29% +$630K 0.23% 95
2022
Q2 		$2.16M Buy
26,142
+14,725
+129% +$1.22M 0.18% 121
2022
Q1 		$952K Buy
+11,417
New +$965K 0.07% 294

Other funds holding SHY

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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Apollon Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 45% in Q2 2026, selling an estimated $661K and leaving 9,763 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #818.

Apollon Wealth Management first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.4M in Q4 2023. 321 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Apollon Wealth Management held 9,763 shares of iShares 1-3 Year Treasury Bond ETF worth $802K as of Q2 2026.
  • Apollon Wealth Management sold 8,044 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $661K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #818 holding.
  • Apollon Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Apollon Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5.4M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.