Edge Wealth Management
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
Q3 		$123M Buy
1,518,562
+1,125,105
+286% +$92M 18.52% 1
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

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Edge Wealth Management's SHY Position: Q3 2026 in Review

Edge Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 286% in Q3 2026, buying an estimated $92M and bringing the position to 1,518,562 shares worth $123M. The position accounts for 18.52% of the portfolio, ranked #1.

Edge Wealth Management first reported a position in SHY in Q4 2020 and has held it in 19 quarters since. 244 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Edge Wealth Management held 1,518,562 shares of iShares 1-3 Year Treasury Bond ETF worth $123M as of Q3 2026.
  • Edge Wealth Management bought 1,125,105 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $92M.
  • iShares 1-3 Year Treasury Bond ETF made up 18.52% of Edge Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Edge Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.