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

Axxcess 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 		$24.7M Buy
300,808
+242,840
+419% +$20M 0.39% 53
2026
Q1 		$4.79M Buy
57,968
+1,786
+3% +$148K 0.15% 119
2025
Q4 		$4.65M Sell
56,182
-24,933
-31% -$2.07M 0.08% 222
2025
Q3 		$6.73M Buy
81,115
+6,298
+8% +$521K 0.14% 127
2025
Q2 		$6.2M Buy
74,817
+34,133
+84% +$2.82M 0.15% 127
2025
Q1 		$3.37M Buy
40,684
+9
+0% +$740 0.09% 179
2024
Q4 		$3.33M Sell
40,675
-3,720
-8% -$306K 0.08% 179
2024
Q3 		$3.69M Sell
44,395
-19,992
-31% -$1.65M 0.09% 170
2024
Q2 		$5.26M Sell
64,387
-9,736
-13% -$792K 0.14% 130
2024
Q1 		$6.06M Sell
74,123
-33,051
-31% -$2.7M 0.17% 113
2023
Q4 		$8.79M Sell
107,174
-74,181
-41% -$6.03M 0.26% 83
2023
Q3 		$14.7M Buy
181,355
+69,337
+62% +$5.61M 0.5% 44
2023
Q2 		$9.08M Buy
112,018
+68,286
+156% +$5.58M 0.66% 32
2023
Q1 		$3.59M Sell
43,732
-322,779
-88% -$26.3M 0.27% 79
2022
Q4 		$29.7M Buy
366,511
+78,116
+27% +$6.34M 2.45% 4
2022
Q3 		$23.4M Buy
288,395
+15,461
+6% +$1.27M 2.22% 6
2022
Q2 		$22.6M Buy
272,934
+77,457
+40% +$6.43M 2.08% 6
2022
Q1 		$16.3M Buy
195,477
+129,636
+197% +$11M 1.27% 11
2021
Q4 		$5.63M Buy
+65,841
New +$5.65M 0.41% 53

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Axxcess Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 419% in Q2 2026, buying an estimated $20M and bringing the position to 300,808 shares worth $24.7M. The position accounts for 0.39% of the portfolio, ranked #53.

Axxcess Wealth Management first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.7M in Q4 2022. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Axxcess Wealth Management held 300,808 shares of iShares 1-3 Year Treasury Bond ETF worth $24.7M as of Q2 2026.
  • Axxcess Wealth Management bought 242,840 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $20M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.39% of Axxcess Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Axxcess Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.7M in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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