EW
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Element Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Element Wealth’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 		$1.32M Sell
16,126
-296
-2% -$24.3K 0.5% 53
2026
Q1 		$1.36M Sell
16,422
-162
-1% -$13.4K 0.56% 47
2025
Q4 		$1.37M Buy
16,584
+1,605
+11% +$133K 0.57% 47
2025
Q3 		$1.24M Sell
14,979
-241
-2% -$19.9K 0.54% 49
2025
Q2 		$1.26M Sell
15,220
-517
-3% -$42.7K 0.58% 44
2025
Q1 		$1.3M Sell
15,737
-13
-0.1% -$1.07K 0.7% 30
2024
Q4 		$1.29M Sell
15,750
-480
-3% -$39.5K 0.68% 31
2024
Q3 		$1.35M Sell
16,230
-108
-0.7% -$8.91K 0.71% 28
2024
Q2 		$1.33M Sell
16,338
-5,910
-27% -$481K 0.75% 26
2024
Q1 		$1.82M Buy
22,248
+303
+1% +$24.8K 1.06% 21
2023
Q4 		$1.8M Buy
21,945
+4,488
+26% +$365K 1.13% 21
2023
Q3 		$1.41M Buy
17,457
+1,270
+8% +$103K 1.02% 19
2023
Q2 		$1.31M Buy
16,187
+1,213
+8% +$99.2K 0.91% 20
2023
Q1 		$1.23M Buy
14,974
+6,255
+72% +$510K 0.92% 19
2022
Q4 		$708K Buy
8,719
+6,817
+358% +$553K 0.58% 32
2022
Q3 		$154K Buy
1,902
+167
+10% +$13.7K 0.14% 108
2022
Q2 		$144K Buy
1,735
+29
+2% +$2.41K 0.14% 110
2022
Q1 		$142K Buy
+1,706
New +$144K 0.11% 122
2021
Q3 		– Sell
-702
Closed -$60K – 187
2021
Q2 		$60K Hold
702
– – 0.05% 122
2021
Q1 		$61K Hold
702
– – 0.05% 120
2020
Q4 		$61K Sell
702
-1,051
-60% -$90.8K 0.06% 117
2020
Q3 		$152K Buy
1,753
+2
+0.1% +$173 0.16% 90
2020
Q2 		$152K Sell
1,751
-295
-14% -$25.5K 0.17% 86
2020
Q1 		$177K Sell
2,046
-1,288
-39% -$110K 0.24% 70
2019
Q4 		$282K Buy
+3,334
New +$282K 0.29% 56

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

Element Wealth's SHY Position: Q2 2026 in Review

Element Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, selling an estimated $24.3K and leaving 16,126 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #53.

Element Wealth first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.82M in Q1 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Element Wealth held 16,126 shares of iShares 1-3 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
  • Element Wealth sold 296 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.5% of Element Wealth's portfolio in Q2 2026, its #53 holding.
  • Element Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Element Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.82M in Q1 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.