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

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return