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

Bucket List 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	$1.73M	Buy	21,020 +1,292	+7%	+$106K	0.85%	20
2026 Q1	$1.63M	Buy	19,728 +7,662	+64%	+$634K	0.98%	20
2025 Q4	$1,000K	Buy	+12,066	New	+$1M	0.6%	21

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

Bucket List Wealth Management's SHY Position: Q2 2026 in Review

Bucket List Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.5% in Q2 2026, buying an estimated $106K and bringing the position to 21,020 shares worth $1.73M. The position accounts for 0.85% of the portfolio, ranked #20.

Bucket List Wealth Management first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bucket List Wealth Management held 21,020 shares of iShares 1-3 Year Treasury Bond ETF worth $1.73M as of Q2 2026.
Bucket List Wealth Management bought 1,292 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $106K.
iShares 1-3 Year Treasury Bond ETF made up 0.85% of Bucket List Wealth Management's portfolio in Q2 2026, its #20 holding.
Bucket List Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.