EWM
SHY icon

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

Edge 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 		$32.3M Buy
393,457
+3,000
+0.8% +$247K 5.44% 6
2026
Q1 		$32.2M Buy
390,457
+7,484
+2% +$620K 5.51% 4
2025
Q4 		$31.7M Buy
382,973
+22,778
+6% +$1.89M 5.6% 5
2025
Q3 		$29.9M Sell
360,195
-661
-0.2% -$54.7K 5.29% 5
2025
Q2 		$29.9M Buy
360,856
+9,752
+3% +$805K 5.76% 5
2025
Q1 		$29M Buy
351,104
+4,507
+1% +$371K 5.89% 4
2024
Q4 		$28.4M Sell
346,597
-9,332
-3% -$767K 5.75% 5
2024
Q3 		$29.6M Sell
355,929
-1,984
-0.6% -$164K 5.94% 5
2024
Q2 		$29.2M Sell
357,913
-10,577
-3% -$861K 6.15% 5
2024
Q1 		$30.1M Sell
368,490
-17,401
-5% -$1.42M 6.33% 4
2023
Q4 		$31.7M Sell
385,891
-25,776
-6% -$2.1M 6.92% 4
2023
Q3 		$33.3M Sell
411,667
-52,827
-11% -$4.28M 7.79% 3
2023
Q2 		$37.7M Sell
464,494
-137,922
-23% -$11.3M 8.22% 3
2023
Q1 		$49.5M Buy
602,416
+174,647
+41% +$14.2M 11.35% 1
2022
Q4 		$34.7M Sell
427,769
-24,585
-5% -$1.99M 8.08% 2
2022
Q3 		$36.8M Buy
452,354
+42,196
+10% +$3.47M 8.13% 2
2022
Q2 		$34M Buy
+410,158
New +$34M 7.34% 2
2021
Q1 		– Sell
-1,500
Closed -$130K – 450
2020
Q4 		$130K Buy
+1,500
New +$130K 0.03% 108

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return