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

Chemistry 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	$1.43M	Buy	17,395 +712	+4%	+$58.5K	0.23%	65
2026 Q1	$1.38M	Buy	16,683 +183	+1%	+$15.1K	0.24%	63
2025 Q4	$1.37M	Sell	16,500 -78	-0.5%	-$6.47K	0.26%	65
2025 Q3	$1.38M	Hold	16,578	–	–	0.27%	59
2025 Q2	$1.37M	Sell	16,578 -13	-0.1%	-$1.07K	0.29%	58
2025 Q1	$1.37M	Hold	16,591	–	–	0.32%	50
2024 Q4	$1.36M	Sell	16,591 -852	-5%	-$70K	0.32%	51
2024 Q3	$1.45M	Sell	17,443 -420	-2%	-$34.7K	0.34%	46
2024 Q2	$1.46M	Sell	17,863 -246	-1%	-$20K	0.38%	44
2024 Q1	$1.48M	Sell	18,109 -13	-0.1%	-$1.06K	0.4%	45
2023 Q4	$1.49M	Sell	18,122 -1,855	-9%	-$151K	0.45%	37
2023 Q3	$1.62M	Sell	19,977 -335	-2%	-$27.1K	0.53%	32
2023 Q2	$1.65M	Sell	20,312 -1,230	-6%	-$101K	0.54%	34
2023 Q1	$1.77M	Buy	21,542 +2,121	+11%	+$173K	0.62%	32
2022 Q4	$1.58M	Sell	19,421 -4,742	-20%	-$385K	0.61%	35
2022 Q3	$1.96M	Sell	24,163 -200	-0.8%	-$16.5K	0.78%	24
2022 Q2	$2.02M	Sell	24,363 -153	-0.6%	-$12.7K	0.77%	28
2022 Q1	$2.04M	Buy	+24,516	New	+$2.07M	0.7%	32

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Chemistry Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.3% in Q2 2026, buying an estimated $58.5K and bringing the position to 17,395 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #65.

Chemistry Wealth Management first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2022. 616 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Chemistry Wealth Management held 17,395 shares of iShares 1-3 Year Treasury Bond ETF worth $1.43M as of Q2 2026.
Chemistry Wealth Management bought 712 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $58.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Chemistry Wealth Management's portfolio in Q2 2026, its #65 holding.
Chemistry Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.04M in Q1 2022.
616 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.