Asset One Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
Asset One Wealth Management's SHY Position: Q2 2026 in Review
Asset One Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, buying an estimated $42.6K and bringing the position to 11,116 shares worth $912K. The position accounts for 0.1% of the portfolio, ranked #167.
Asset One Wealth Management first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Asset One Wealth Management held 11,116 shares of iShares 1-3 Year Treasury Bond ETF worth $912K as of Q2 2026.
- Asset One Wealth Management bought 518 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.6K.
- iShares 1-3 Year Treasury Bond ETF made up 0.1% of Asset One Wealth Management's portfolio in Q2 2026, its #167 holding.
- Asset One Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.