BAM Wealth Management
SHY icon

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
Q3 		$309K Buy
3,808
+1,096
+40% +$89.6K 0.17% 145
2026
Q2 		$223K Buy
+2,712
New +$223K 0.14% 157

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BAM Wealth Management's SHY Position: Q3 2026 in Review

BAM Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 40% in Q3 2026, buying an estimated $89.6K and bringing the position to 3,808 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #145.

BAM Wealth Management first reported a position in SHY in Q2 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • BAM Wealth Management held 3,808 shares of iShares 1-3 Year Treasury Bond ETF worth $309K as of Q3 2026.
  • BAM Wealth Management bought 1,096 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $89.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of BAM Wealth Management's portfolio in Q3 2026, its #145 holding.
  • BAM Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.