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Gerber Kawasaki Wealth & Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$178K Buy
+2,165
New +$178K ﹤0.01% 355
2021
Q4 		– Sell
-4
Closed -$4K – 954
2021
Q3 		$4K Buy
+4
New +$345 ﹤0.01% 801

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SHY Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,165 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in SHY as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in SHY in Q3 2021 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,165 shares of iShares 1-3 Year Treasury Bond ETF worth $178K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #355 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.