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

Copia 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	$117K	Hold	1,429	–	–	0.07%	141
2026 Q1	$118K	Sell	1,429 -1,050	-42%	-$86.9K	0.08%	134
2025 Q4	$205K	Hold	2,479	–	–	0.15%	98
2025 Q3	$206K	Sell	2,479 -189	-7%	-$15.6K	0.15%	93
2025 Q2	$221K	Buy	2,668 +24	+0.9%	+$1.98K	0.19%	85
2025 Q1	$219K	Buy	2,644 +347	+15%	+$28.5K	0.2%	81
2024 Q4	$188K	Buy	+2,297	New	+$189K	0.18%	84

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

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

Copia Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,429 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #141.

Copia Wealth Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $221K in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Copia Wealth Management held 1,429 shares of iShares 1-3 Year Treasury Bond ETF worth $117K as of Q2 2026.
Copia Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Copia Wealth Management's portfolio in Q2 2026, its #141 holding.
Copia Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $221K in Q2 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.