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

Buska 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
Q3 		$1.44M Buy
17,722
+4,813
+37% +$393K 0.5% 28
2026
Q2 		$1.06M Buy
+12,909
New +$1.06M 0.38% 31

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FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
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Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Buska Wealth Management's SHY Position: Q3 2026 in Review

Buska Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 37% in Q3 2026, buying an estimated $393K and bringing the position to 17,722 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #28.

Buska Wealth Management first reported a position in SHY in Q2 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Buska Wealth Management held 17,722 shares of iShares 1-3 Year Treasury Bond ETF worth $1.44M as of Q3 2026.
  • Buska Wealth Management bought 4,813 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $393K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.5% of Buska Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Buska Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.