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

Elmwood 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	$282K	Sell	3,434 -110	-3%	-$9.04K	0.07%	167
2026 Q1	$293K	Buy	3,544 +667	+23%	+$55.2K	0.08%	155
2025 Q4	$238K	Buy	+2,877	New	+$238K	0.08%	157
2022 Q1	–	Sell	-220	Closed	-$19K	–	289
2021 Q4	$19K	Buy	+220	New	+$18.9K	0.01%	251
2021 Q2	$19K	Hold	220	–	–	0.01%	226
2021 Q1	$19K	Buy	+220	New	+$19K	0.01%	220
2020 Q3	$49K	Hold	568	–	–	0.04%	133
2020 Q2	$49K	Buy	+568	New	+$49.2K	0.04%	133

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

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

Elmwood Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q2 2026, selling an estimated $9.04K and leaving 3,434 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #167.

Elmwood Wealth Management first reported a position in SHY in Q2 2020 and has held it in 8 quarters since. The position peaked at $293K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Elmwood Wealth Management held 3,434 shares of iShares 1-3 Year Treasury Bond ETF worth $282K as of Q2 2026.
Elmwood Wealth Management sold 110 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.04K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #167 holding.
Elmwood Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 8 quarters since.
Elmwood Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $293K in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.