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

Bulltick 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	$5.55M	Sell	67,562 -29,443	-30%	-$2.42M	1.13%	29
2026 Q1	$8.01M	Buy	97,005 +16,520	+21%	+$1.37M	1.77%	19
2025 Q4	$6.67M	Buy	80,485 +24,191	+43%	+$2.01M	1.42%	23
2025 Q3	$4.67M	Buy	56,294 +25,135	+81%	+$2.08M	1.1%	34
2025 Q2	$2.58M	Buy	31,159 +5,771	+23%	+$476K	0.64%	42
2025 Q1	$2.1M	Sell	25,388 -35,366	-58%	-$2.91M	0.56%	48
2024 Q4	$4.98M	Sell	60,754 -28,903	-32%	-$2.38M	1.14%	25
2024 Q3	$7.45M	Buy	89,657 +46,653	+108%	+$3.85M	1.8%	13
2024 Q2	$3.51M	Sell	43,004 -25,792	-37%	-$2.1M	0.87%	35
2024 Q1	$5.63M	Buy	68,796 +21,759	+46%	+$1.78M	0.96%	39
2023 Q4	$3.86M	Sell	47,037 -7,326	-13%	-$595K	0.88%	40
2023 Q3	$4.4M	Buy	54,363 +41,240	+314%	+$3.34M	1.06%	38
2023 Q2	$1.06M	Buy	13,123 +3,568	+37%	+$292K	0.24%	67
2023 Q1	$785K	Sell	9,555 -1,427	-13%	-$116K	0.2%	67
2022 Q4	$891K	Buy	+10,982	New	+$891K	0.25%	56

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

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

Bulltick Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q2 2026, selling an estimated $2.42M and leaving 67,562 shares worth $5.55M. The position accounts for 1.13% of the portfolio, ranked #29.

Bulltick Wealth Management first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.01M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bulltick Wealth Management held 67,562 shares of iShares 1-3 Year Treasury Bond ETF worth $5.55M as of Q2 2026.
Bulltick Wealth Management sold 29,443 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.42M.
iShares 1-3 Year Treasury Bond ETF made up 1.13% of Bulltick Wealth Management's portfolio in Q2 2026, its #29 holding.
Bulltick Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Bulltick Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.01M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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