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

BAM 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	$223K	Buy	+2,712	New	+$223K	0.14%	157

Other funds holding SHY

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

BAM Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,712 shares worth $223K. The stake represents 0.14% of the portfolio and ranks #157 among its holdings.

759 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

BAM Wealth Management held 2,712 shares of iShares 1-3 Year Treasury Bond ETF worth $223K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new BAM Wealth Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of BAM Wealth Management's portfolio in Q2 2026, its #157 holding.
759 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.