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

GeoWealth 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	$1.67M	Buy	20,353 +10,411	+105%	+$856K	0.05%	212
2026 Q1	$821K	Buy	+9,942	New	+$823K	0.03%	350
2025 Q3	–	Sell	-31,992	Closed	-$2.65M	–	1146
2025 Q2	$2.65M	Buy	31,992 +22,928	+253%	+$1.89M	0.1%	117
2025 Q1	$750K	Sell	9,064 -1,342	-13%	-$110K	0.03%	333
2024 Q4	$853K	Buy	10,406 +8,134	+358%	+$669K	0.03%	330
2024 Q3	$189K	Sell	2,272 -34,384	-94%	-$2.84M	0.01%	733
2024 Q2	$2.99M	Buy	36,656 +261	+0.7%	+$21.2K	0.13%	118
2024 Q1	$2.98M	Buy	36,395 +19,247	+112%	+$1.58M	0.12%	136
2023 Q4	$1.41M	Sell	17,148 -72,835	-81%	-$5.92M	0.12%	171
2023 Q3	$7.29M	Sell	89,983 -100,923	-53%	-$8.17M	0.83%	31
2023 Q2	$15.5M	Sell	190,906 -16,658	-8%	-$1.36M	1.67%	10
2023 Q1	$17.1M	Buy	207,564 +203,706	+5,280%	+$16.6M	1.99%	10
2022 Q4	$315K	Sell	3,858 -58	-1%	-$4.71K	0.03%	188
2022 Q3	$317K	Buy	3,916 +2,745	+234%	+$226K	0.03%	195
2022 Q2	$96K	Sell	1,171 -46	-4%	-$3.82K	0.01%	268
2022 Q1	$102K	Sell	1,217 -410	-25%	-$34.6K	0.01%	324
2021 Q4	$140K	Buy	1,627 +103	+7%	+$8.84K	0.01%	287
2021 Q3	$132K	Buy	+1,524	New	+$131K	0.01%	312
2020 Q4	–	Sell	-2,386	Closed	-$208K	–	218
2020 Q3	$208K	Sell	2,386 -128	-5%	-$11.1K	0.06%	144
2020 Q2	$218K	Buy	+2,514	New	+$218K	0.09%	144
2019 Q4	–	Sell	-98,881	Closed	-$8.39M	–	192
2019 Q3	$8.39M	Buy	+98,881	New	+$8.38M	1.89%	13

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

GeoWealth Management's SHY Position: Q2 2026 in Review

GeoWealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 105% in Q2 2026, buying an estimated $856K and bringing the position to 20,353 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #212.

GeoWealth Management first reported a position in SHY in Q3 2019 and has held it in 21 quarters since. The position peaked at $17.1M in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

GeoWealth Management held 20,353 shares of iShares 1-3 Year Treasury Bond ETF worth $1.67M as of Q2 2026.
GeoWealth Management bought 10,411 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $856K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #212 holding.
GeoWealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 21 quarters since.
GeoWealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $17.1M in Q1 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.