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 Q2	$2.3M	Buy	28,016 +209	+0.8%	+$17.2K	0.55%	48
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 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

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

EPG Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.75% in Q2 2026, buying an estimated $17.2K and bringing the position to 28,016 shares worth $2.3M. The position accounts for 0.55% of the portfolio, ranked #48.

EPG Wealth Management first reported a position in SHY in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.33M in Q4 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

EPG Wealth Management held 28,016 shares of iShares 1-3 Year Treasury Bond ETF worth $2.3M as of Q2 2026.
EPG Wealth Management bought 209 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.55% of EPG Wealth Management's portfolio in Q2 2026, its #48 holding.
EPG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
EPG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.33M in Q4 2022.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.