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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Edge Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.77% in Q2 2026, buying an estimated $247K and bringing the position to 393,457 shares worth $32.3M. The position accounts for 5.44% of the portfolio, ranked #6.

Edge Wealth Management first reported a position in SHY in Q4 2020 and has held it in 18 quarters since. The position peaked at $49.5M in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Edge Wealth Management held 393,457 shares of iShares 1-3 Year Treasury Bond ETF worth $32.3M as of Q2 2026.
  • Edge Wealth Management bought 3,000 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $247K.
  • iShares 1-3 Year Treasury Bond ETF made up 5.44% of Edge Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Edge Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Edge Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $49.5M in Q1 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.