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

Cassaday & Co 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	$26.7K	Sell	325 -550	-63%	-$45.2K	﹤0.01%	727
2026 Q1	$72.2K	Buy	+875	New	+$72.4K	﹤0.01%	534
2023 Q2	–	Sell	-3,151	Closed	-$259K	–	267
2023 Q1	$259K	Sell	3,151 -296,079	-99%	-$24.1M	0.01%	219
2022 Q4	$24.3M	Buy	+299,230	New	+$24.3M	1.12%	16

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

Cassaday & Co Wealth Management's SHY Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 63% in Q2 2026, selling an estimated $45.2K and leaving 325 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Cassaday & Co Wealth Management first reported a position in SHY in Q4 2022 and has held it in 4 quarters since. The position peaked at $24.3M in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cassaday & Co Wealth Management held 325 shares of iShares 1-3 Year Treasury Bond ETF worth $26.7K as of Q2 2026.
Cassaday & Co Wealth Management sold 550 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.2K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #727 holding.
Cassaday & Co Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 4 quarters since.
Cassaday & Co Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $24.3M in Q4 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.