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

Connecticut 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 		$4.92M Buy
59,867
+4,544
+8% +$374K 0.18% 58
2026
Q1 		$4.57M Buy
55,323
+10,856
+24% +$899K 0.19% 57
2025
Q4 		$3.68M Buy
+44,467
New +$3.69M 0.16% 66
2024
Q4 		– Sell
-3,289
Closed -$273K – 302
2024
Q3 		$273K Sell
3,289
-351
-10% -$29K 0.01% 273
2024
Q2 		$297K Sell
3,640
-2,039
-36% -$166K 0.02% 267
2024
Q1 		$464K Sell
5,679
-995
-15% -$81.4K 0.02% 217
2023
Q4 		$548K Sell
6,674
-4,794
-42% -$390K 0.03% 202
2023
Q3 		$929K Buy
11,468
+4,815
+72% +$390K 0.06% 123
2023
Q2 		$539K Buy
6,653
+3,253
+96% +$266K 0.04% 147
2023
Q1 		$279K Sell
3,400
-30,123
-90% -$2.46M 0.02% 204
2022
Q4 		$2.72M Buy
33,523
+22
+0.1% +$1.78K 0.23% 52
2022
Q3 		$2.72M Sell
33,501
-1,125
-3% -$92.6K 0.25% 50
2022
Q2 		$2.87M Sell
34,626
-8,119
-19% -$674K 0.25% 49
2022
Q1 		$3.56M Sell
42,745
-84
-0.2% -$7.1K 0.27% 47
2021
Q4 		$3.66M Sell
42,829
-50
-0.1% -$4.29K 0.28% 47
2021
Q3 		$3.69M Sell
42,879
-499
-1% -$43K 0.32% 43
2021
Q2 		$3.74M Sell
43,378
-603
-1% -$52K 0.33% 43
2021
Q1 		$3.79M Sell
43,981
-50
-0.1% -$4.32K 0.35% 33
2020
Q4 		$3.8M Hold
44,031
– – 0.4% 38
2020
Q3 		$3.81M Buy
44,031
+940
+2% +$81.3K 0.42% 40
2020
Q2 		$3.73M Sell
43,091
-1,564
-4% -$135K 0.46% 31
2020
Q1 		$3.87M Sell
44,655
-514
-1% -$43.9K 0.58% 34
2019
Q4 		$3.82M Buy
45,169
+134
+0.3% +$11.4K 0.42% 41
2019
Q3 		$3.82M Buy
45,035
+220
+0.5% +$18.6K 0.47% 39
2019
Q2 		$3.8M Buy
+44,815
New +$3.77M 0.47% 39

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Connecticut Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q2 2026, buying an estimated $374K and bringing the position to 59,867 shares worth $4.92M. The position accounts for 0.18% of the portfolio, ranked #58.

Connecticut Wealth Management first reported a position in SHY in Q2 2019 and has held it in 25 quarters since. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Connecticut Wealth Management held 59,867 shares of iShares 1-3 Year Treasury Bond ETF worth $4.92M as of Q2 2026.
  • Connecticut Wealth Management bought 4,544 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $374K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of Connecticut Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Connecticut Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.