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

EPG 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
Q1 		$2.3M Sell
27,807
-4,173
-13% -$345K 0.62% 46
2025
Q4 		$2.65M Buy
31,980
+1,275
+4% +$106K 0.71% 37
2025
Q3 		$2.55M Buy
30,705
+2,003
+7% +$166K 0.7% 37
2025
Q2 		$2.38M Sell
28,702
-407
-1% -$33.6K 0.71% 34
2025
Q1 		$2.41M Sell
29,109
-211
-0.7% -$17.4K 0.67% 29
2024
Q4 		$2.4M Buy
29,320
+527
+2% +$43.3K 0.63% 32
2024
Q3 		$2.39M Buy
+28,793
New +$2.38M 0.6% 35
2024
Q2 		– Sell
-30,738
Closed -$2.5M – 33
2024
Q1 		$2.51M Buy
30,738
+935
+3% +$76.5K 0.62% 33
2023
Q4 		$2.43M Buy
29,803
+1,768
+6% +$144K 0.64% 34
2023
Q3 		$2.27M Sell
28,035
-995
-3% -$80.6K 0.68% 29
2023
Q2 		$2.35M Sell
29,030
-4,652
-14% -$380K 0.7% 29
2023
Q1 		$2.77M Sell
33,682
-7,370
-18% -$601K 0.87% 22
2022
Q4 		$3.33M Buy
41,052
+25,225
+159% +$2.05M 1.27% 14
2022
Q3 		$1.28M Buy
+15,827
New +$1.3M 0.53% 41
2022
Q2 		– Sell
-113
Closed -$9K – 367
2022
Q1 		$9K Sell
113
-4,525
-98% -$382K ﹤0.01% 360
2021
Q4 		$397K Sell
4,638
-2,807
-38% -$241K 0.14% 137
2021
Q3 		$641K Sell
7,445
-2,804
-27% -$242K 0.26% 82
2021
Q2 		$883K Sell
10,249
-97
-0.9% -$8.37K 0.37% 63
2021
Q1 		$892K Buy
+10,346
New +$893K 0.43% 53
2020
Q3 		– Sell
-10,115
Closed -$876K – 140
2020
Q2 		$876K Buy
10,115
+8,992
+801% +$779K 0.62% 41
2020
Q1 		$97K Buy
1,123
+1,000
+813% +$85.4K 0.07% 177
2019
Q4 		$10K Buy
+123
New +$10.4K 0.01% 431

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's SHY Position: Q1 2026 in Review

EPG Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, selling an estimated $345K and leaving 27,807 shares worth $2.3M. The position accounts for 0.62% of the portfolio, ranked #46.

EPG Wealth Management first reported a position in SHY in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.33M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • EPG Wealth Management held 27,807 shares of iShares 1-3 Year Treasury Bond ETF worth $2.3M as of Q1 2026.
  • EPG Wealth Management sold 4,173 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $345K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.62% of EPG Wealth Management's portfolio in Q1 2026, its #46 holding.
  • EPG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.33M in Q4 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.