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

Dakota 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 		$39.1M Buy
476,187
+56,181
+13% +$4.62M 0.75% 31
2026
Q1 		$34.7M Buy
420,006
+24,192
+6% +$2M 0.75% 33
2025
Q4 		$32.8M Buy
395,814
+62,710
+19% +$5.2M 0.58% 36
2025
Q3 		$27.6M Buy
333,104
+17,009
+5% +$1.41M 0.56% 40
2025
Q2 		$26.2M Buy
316,095
+54,671
+21% +$4.51M 0.55% 40
2025
Q1 		$21.6M Sell
261,424
-72,040
-22% -$5.92M 0.51% 41
2024
Q4 		$27.3M Buy
333,464
+68,631
+26% +$5.64M 0.63% 35
2024
Q3 		$22M Buy
264,833
+41,815
+19% +$3.45M 0.5% 40
2024
Q2 		$18.2M Buy
223,018
+18,213
+9% +$1.48M 0.43% 45
2024
Q1 		$16.7M Buy
204,805
+74,948
+58% +$6.13M 0.42% 47
2023
Q4 		$10.7M Buy
129,857
+13,697
+12% +$1.11M 0.41% 70
2023
Q3 		$9.41M Buy
116,160
+10,182
+10% +$825K 0.42% 70
2023
Q2 		$8.59M Sell
105,978
-4,523
-4% -$370K 0.4% 68
2023
Q1 		$9.08M Sell
110,501
-22,211
-17% -$1.81M 0.61% 41
2022
Q4 		$10.8M Buy
132,712
+1,727
+1% +$140K 0.76% 29
2022
Q3 		$10.6M Buy
130,985
+61,546
+89% +$5.07M 0.86% 26
2022
Q2 		$5.75M Buy
69,439
+44,457
+178% +$3.69M 0.53% 46
2022
Q1 		$2.08M Sell
24,982
-50,310
-67% -$4.25M 0.17% 143
2021
Q4 		$6.44M Buy
75,292
+648
+0.9% +$55.6K 0.68% 35
2021
Q3 		$6.43M Buy
74,644
+63,524
+571% +$5.48M 0.74% 32
2021
Q2 		$958K Buy
11,120
+1,440
+15% +$124K 0.11% 154
2021
Q1 		$835K Buy
9,680
+2,229
+30% +$192K 0.11% 163
2020
Q4 		$644K Buy
7,451
+326
+5% +$28.2K 0.08% 186
2020
Q3 		$616K Sell
7,125
-8,496
-54% -$735K 0.1% 158
2020
Q2 		$1.35M Sell
15,621
-480
-3% -$41.6K 0.23% 106
2020
Q1 		$1.4M Buy
16,101
+1,983
+14% +$169K 0.3% 87
2019
Q4 		$1.2M Buy
14,118
+3,295
+30% +$279K 0.19% 110
2019
Q3 		$918K Buy
10,823
+4,052
+60% +$343K 0.16% 132
2019
Q2 		$573K Buy
+6,771
New +$570K 0.11% 162

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dakota Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, buying an estimated $4.62M and bringing the position to 476,187 shares worth $39.1M. The position accounts for 0.75% of the portfolio, ranked #31.

Dakota Wealth Management first reported a position in SHY in Q2 2019 and has held it in 29 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Dakota Wealth Management held 476,187 shares of iShares 1-3 Year Treasury Bond ETF worth $39.1M as of Q2 2026.
  • Dakota Wealth Management bought 56,181 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.62M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.75% of Dakota Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Dakota Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.