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

Finer 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	$1.22M	Sell	14,809 -2,504	-14%	-$206K	0.54%	39
2026 Q1	$1.43M	Sell	17,313 -3,028	-15%	-$251K	0.72%	32
2025 Q4	$1.68M	Buy	+20,341	New	+$1.69M	0.82%	32
2024 Q4	–	Sell	-6,152	Closed	-$661K	–	84
2024 Q3	$661K	Buy	+6,152	New	+$508K	0.41%	47
2024 Q1	–	Sell	-3,164	Closed	-$260K	–	82
2023 Q4	$260K	Sell	3,164 -617	-16%	-$50.2K	0.19%	70
2023 Q3	$306K	Sell	3,781 -1,760	-32%	-$143K	0.24%	63
2023 Q2	$449K	Sell	5,541 -1,346	-20%	-$110K	0.35%	55
2023 Q1	$566K	Sell	6,887 -2,379	-26%	-$194K	0.48%	52
2022 Q4	$752K	Sell	9,266 -11,142	-55%	-$904K	0.7%	39
2022 Q3	$1.66M	Sell	20,408 -6,439	-24%	-$530K	1.63%	21
2022 Q2	$2.22M	Sell	26,847 -2,866	-10%	-$238K	2.03%	17
2022 Q1	$2.48M	Buy	29,713 +3,939	+15%	+$333K	2.02%	16
2021 Q4	$2.21M	Buy	+25,774	New	+$2.21M	1.83%	19

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

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

Finer Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, selling an estimated $206K and leaving 14,809 shares worth $1.22M. The position accounts for 0.54% of the portfolio, ranked #39.

Finer Wealth Management first reported a position in SHY in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.48M in Q1 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Finer Wealth Management held 14,809 shares of iShares 1-3 Year Treasury Bond ETF worth $1.22M as of Q2 2026.
Finer Wealth Management sold 2,504 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $206K.
iShares 1-3 Year Treasury Bond ETF made up 0.54% of Finer Wealth Management's portfolio in Q2 2026, its #39 holding.
Finer Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Finer Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.48M in Q1 2022.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.