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

Dogwood 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	$9.15M	Buy	111,404 +4,023	+4%	+$331K	3.61%	10
2026 Q1	$8.87M	Buy	107,381 +5,075	+5%	+$420K	3.85%	8
2025 Q4	$8.47M	Buy	102,306 +11,175	+12%	+$926K	3.73%	8
2025 Q3	$7.56M	Buy	91,131 +6,461	+8%	+$534K	3.44%	8
2025 Q2	$6.98M	Buy	84,670 +4,405	+5%	+$364K	3.41%	6
2025 Q1	$6.64M	Buy	80,265 +4,936	+7%	+$406K	3.49%	6
2024 Q4	$6.18M	Buy	+75,329	New	+$6.19M	3.27%	8

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

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

Dogwood Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.7% in Q2 2026, buying an estimated $331K and bringing the position to 111,404 shares worth $9.15M. The position accounts for 3.61% of the portfolio, ranked #10.

Dogwood Wealth Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Dogwood Wealth Management held 111,404 shares of iShares 1-3 Year Treasury Bond ETF worth $9.15M as of Q2 2026.
Dogwood Wealth Management bought 4,023 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $331K.
iShares 1-3 Year Treasury Bond ETF made up 3.61% of Dogwood Wealth Management's portfolio in Q2 2026, its #10 holding.
Dogwood 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.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.