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

Aries 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	$5.51M	Buy	67,145 +3,982	+6%	+$327K	1.08%	23
2026 Q1	$5.22M	Buy	63,163 +6,193	+11%	+$513K	1.15%	23
2025 Q4	$4.72M	Buy	56,970 +15,195	+36%	+$1.26M	1.04%	26
2025 Q3	$3.47M	Buy	41,775 +2,378	+6%	+$197K	0.82%	30
2025 Q2	$3.26M	Buy	39,397 +5,707	+17%	+$471K	0.85%	31
2025 Q1	$2.79M	Buy	33,690 +7,595	+29%	+$625K	0.76%	36
2024 Q4	$2.14M	Buy	26,095 +2,592	+11%	+$213K	0.59%	45
2024 Q3	$1.95M	Buy	23,503 +11,410	+94%	+$941K	0.54%	48
2024 Q2	$987K	Sell	12,093 -40	-0.3%	-$3.25K	0.31%	79
2024 Q1	$992K	Buy	12,133 +3,870	+47%	+$317K	0.32%	80
2023 Q4	$678K	Sell	8,263 -55	-0.7%	-$4.47K	0.24%	99
2023 Q3	$673K	Sell	8,318 -250	-3%	-$20.2K	0.26%	92
2023 Q2	$695K	Buy	8,568 +850	+11%	+$69.5K	0.27%	95
2023 Q1	$634K	Buy	7,718 +390	+5%	+$31.8K	0.26%	99
2022 Q4	$595K	Hold	7,328	–	–	0.26%	100
2022 Q3	$594K	Hold	7,328	–	–	0.26%	91
2022 Q2	$607K	Buy	+7,328	New	+$608K	0.28%	87
2022 Q1	–	Sell	-7,328	Closed	-$627K	–	196
2021 Q4	$627K	Hold	7,328	–	–	0.24%	96
2021 Q3	$631K	Hold	7,328	–	–	0.27%	87
2021 Q2	$631K	Buy	+7,328	New	+$632K	0.27%	89

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aries Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.3% in Q2 2026, buying an estimated $327K and bringing the position to 67,145 shares worth $5.51M. The position accounts for 1.08% of the portfolio, ranked #23.

Aries Wealth Management first reported a position in SHY in Q2 2021 and has held it in 20 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Aries Wealth Management held 67,145 shares of iShares 1-3 Year Treasury Bond ETF worth $5.51M as of Q2 2026.
Aries Wealth Management bought 3,982 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $327K.
iShares 1-3 Year Treasury Bond ETF made up 1.08% of Aries Wealth Management's portfolio in Q2 2026, its #23 holding.
Aries Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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