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

Diversify 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	$1.66M	Buy	20,283 +9,470	+88%	+$779K	0.03%	469
2026 Q1	$891K	Buy	10,813 +1,868	+21%	+$155K	0.02%	634
2025 Q4	$741K	Sell	8,945 -168	-2%	-$13.9K	0.03%	370
2025 Q3	$754K	Sell	9,113 -10,679	-54%	-$883K	0.04%	318
2025 Q2	$1.64M	Sell	19,792 -1,836	-8%	-$152K	0.1%	198
2025 Q1	$1.8M	Buy	21,628 +10,092	+87%	+$830K	0.13%	177
2024 Q4	$944K	Buy	11,536 +3,043	+36%	+$250K	0.07%	226
2024 Q3	$700K	Sell	8,493 -6,221	-42%	-$513K	0.07%	241
2024 Q2	$1.22M	Buy	+14,714	New	+$1.2M	0.15%	141

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

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

Diversify Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 88% in Q2 2026, buying an estimated $779K and bringing the position to 20,283 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #469.

Diversify Wealth Management first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Diversify Wealth Management held 20,283 shares of iShares 1-3 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
Diversify Wealth Management bought 9,470 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $779K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #469 holding.
Diversify Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.8M in Q1 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.