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

Brickley 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	$477K	Buy	5,804 +297	+5%	+$24.4K	0.07%	48
2026 Q1	$455K	Hold	5,507	–	–	0.08%	42
2025 Q4	$456K	Buy	5,507 +299	+6%	+$24.8K	0.08%	41
2025 Q3	$432K	Hold	5,208	–	–	0.08%	38
2025 Q2	$432K	Hold	5,208	–	–	0.08%	35
2025 Q1	$431K	Hold	5,208	–	–	0.09%	34
2024 Q4	$427K	Buy	5,208 +93	+2%	+$7.64K	0.09%	33
2024 Q3	$425K	Buy	5,115 +1,125	+28%	+$92.8K	0.09%	36
2024 Q2	$326K	Hold	3,990	–	–	0.07%	37
2024 Q1	$326K	Hold	3,990	–	–	0.07%	36
2023 Q4	$327K	Buy	3,990 +230	+6%	+$18.7K	0.08%	35
2023 Q3	$304K	Hold	3,760	–	–	0.08%	33
2023 Q2	$305K	Hold	3,760	–	–	0.08%	33
2023 Q1	$309K	Hold	3,760	–	–	0.08%	32
2022 Q4	$305K	Hold	3,760	–	–	0.09%	33
2022 Q3	$305K	Buy	+3,760	New	+$309K	0.1%	32

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

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

Brickley Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 5,804 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #48.

Brickley Wealth Management first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Brickley Wealth Management held 5,804 shares of iShares 1-3 Year Treasury Bond ETF worth $477K as of Q2 2026.
Brickley Wealth Management bought 297 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Brickley Wealth Management's portfolio in Q2 2026, its #48 holding.
Brickley Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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