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

Darwin 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	$70.5K	Buy	858 +6	+0.7%	+$493	0.02%	208
2026 Q1	$70.4K	Buy	852 +5	+0.6%	+$414	0.02%	194
2025 Q4	$70.2K	Buy	847 +4	+0.5%	+$332	0.02%	194
2025 Q3	$70K	Hold	843	–	–	0.02%	195
2025 Q2	$69.9K	Sell	843 -82	-9%	-$6.77K	0.02%	184
2025 Q1	$75.8K	Hold	925	–	–	0.03%	197
2024 Q4	$75.8K	Sell	925 -271	-23%	-$22.3K	0.03%	197
2024 Q3	$99.5K	Buy	+1,196	New	+$98.7K	0.03%	188
2023 Q4	–	Sell	-2,479	Closed	-$201K	–	154
2023 Q3	$201K	Sell	2,479 -2,795	-53%	-$226K	0.05%	146
2023 Q2	$427K	Sell	5,274 -5,148	-49%	-$421K	0.11%	98
2023 Q1	$853K	Buy	10,422 +416	+4%	+$33.9K	0.23%	85
2022 Q4	$817K	Sell	10,006 -6,687	-40%	-$543K	0.21%	84
2022 Q3	$1.35M	Sell	16,693 -1,758	-10%	-$145K	0.34%	67
2022 Q2	$1.52M	Sell	18,451 -3,352	-15%	-$278K	0.31%	68
2022 Q1	$1.82M	Sell	21,803 -5,064	-19%	-$428K	0.3%	65
2021 Q4	$2.29M	Sell	26,867 -5,927	-18%	-$508K	0.36%	58
2021 Q3	$2.83M	Sell	32,794 -2,338	-7%	-$202K	0.45%	48
2021 Q2	$3.03M	Sell	35,132 -3,747	-10%	-$323K	0.49%	45
2021 Q1	$3.35M	Buy	38,879 +5,785	+17%	+$499K	0.59%	46
2020 Q4	$2.86M	Buy	33,094 +8,876	+37%	+$767K	0.54%	54
2020 Q3	$2.09M	Sell	24,218 -12,914	-35%	-$1.12M	0.45%	61
2020 Q2	$3.21M	Sell	37,132 -2,447	-6%	-$212K	0.82%	38
2020 Q1	$3.43M	Buy	39,579 +9,538	+32%	+$815K	1.09%	29
2019 Q4	$2.54M	Buy	30,041 +104	+0.3%	+$8.81K	0.68%	64
2019 Q3	$2.54M	Sell	29,937 -1,165	-4%	-$98.7K	0.75%	59
2019 Q2	$2.64M	Sell	31,102 -3,900	-11%	-$328K	0.82%	48
2019 Q1	$2.94M	Sell	35,002 -1,886	-5%	-$158K	0.97%	33
2018 Q4	$3.09M	Buy	36,888 +289	+0.8%	+$24K	2.15%	15
2018 Q3	$3.02M	Buy	36,599 +1,759	+5%	+$146K	1.69%	17
2018 Q2	$2.92M	Sell	34,840 -3,555	-9%	-$296K	1.89%	13
2018 Q1	$3.21M	Sell	38,395 -1,194	-3%	-$99.8K	2.32%	12
2017 Q4	$3.32M	Buy	39,589 +1,724	+5%	+$145K	1.42%	20
2017 Q3	$3.2M	Buy	37,865 +9,494	+33%	+$803K	3.09%	8
2017 Q2	$2.4M	Buy	28,371 +738	+3%	+$62.4K	1.32%	22
2017 Q1	$2.34M	Sell	27,633 -1,543	-5%	-$130K	1.36%	18
2016 Q4	$2.46M	Buy	29,176 +442	+2%	+$37.4K	1.65%	13
2016 Q3	$2.44M	Buy	28,734 +5,446	+23%	+$463K	1.89%	20
2016 Q2	$1.99M	Buy	+23,288	New	+$1.98M	1.7%	21

Other funds holding SHY

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Darwin Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.7% in Q2 2026, buying an estimated $493 and bringing the position to 858 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #208.

Darwin Wealth Management first reported a position in SHY in Q2 2016 and has held it in 38 quarters since. The position peaked at $3.43M in Q1 2020. 431 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Darwin Wealth Management held 858 shares of iShares 1-3 Year Treasury Bond ETF worth $70.5K as of Q2 2026.
Darwin Wealth Management bought 6 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $493.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #208 holding.
Darwin Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and has held it in 38 quarters since.
Darwin Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.43M in Q1 2020.
431 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.