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Buck Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Buck Wealth Strategies’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 		$58.8K Buy
+716
New +$58.9K 0.01% 331
2024
Q2 		– Sell
-2,970
Closed -$243K – 106
2024
Q1 		$243K Buy
+2,970
New +$243K 0.08% 73
2023
Q4 		– Sell
-1,646
Closed -$133K – 290
2023
Q3 		$133K Buy
+1,646
New +$133K 0.05% 67

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Buck Wealth Strategies's SHY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 716 shares worth $58.8K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SHY as recently as Q1 2024.

Buck Wealth Strategies first reported a position in SHY in Q3 2023 and has held it in 3 quarters since. The position peaked at $243K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Buck Wealth Strategies held 716 shares of iShares 1-3 Year Treasury Bond ETF worth $58.8K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #331 holding.
  • Buck Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $243K in Q1 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.