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Encompass More Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Encompass More Asset 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 		$249K Buy
+3,030
New +$249K 0.04% 239

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 $3.28B 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B 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

Encompass More Asset Management's SHY Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,030 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Encompass More Asset Management held 3,030 shares of iShares 1-3 Year Treasury Bond ETF worth $249K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Encompass More Asset Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #239 holding.
  • 213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.