Discipline Wealth Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Discipline Wealth Solutions’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	$3.25M	Sell	39,560 -617	-2%	-$50.7K	0.28%	53
2026 Q1	$3.32M	Buy	40,177 +17,033	+74%	+$1.41M	0.35%	49
2025 Q4	$1.92M	Buy	23,144 +7,482	+48%	+$620K	0.36%	53
2025 Q3	$1.3M	Buy	15,662 +2,209	+16%	+$183K	0.34%	49
2025 Q2	$1.11M	Buy	13,453 +6,894	+105%	+$569K	0.43%	39
2025 Q1	$543K	Sell	6,559 -305	-4%	-$25.1K	0.26%	48
2024 Q4	$563K	Sell	6,864 -4,445	-39%	-$365K	0.26%	47
2024 Q3	$940K	Buy	+11,309	New	+$933K	0.5%	28

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

Discipline Wealth Solutions's SHY Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, selling an estimated $50.7K and leaving 39,560 shares worth $3.25M. The position accounts for 0.28% of the portfolio, ranked #53.

Discipline Wealth Solutions first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.32M in Q1 2026. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Discipline Wealth Solutions held 39,560 shares of iShares 1-3 Year Treasury Bond ETF worth $3.25M as of Q2 2026.
Discipline Wealth Solutions sold 617 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.28% of Discipline Wealth Solutions's portfolio in Q2 2026, its #53 holding.
Discipline Wealth Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $3.32M in Q1 2026.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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