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

GK 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 		$346K Buy
+4,220
New +$347K 0.18% 134
2025
Q3 		– Sell
-9,444
Closed -$783K – 189
2025
Q2 		$783K Buy
9,444
+6,974
+282% +$576K 0.71% 37
2025
Q1 		$204K Sell
2,470
-880
-26% -$72.4K 0.23% 129
2024
Q4 		$275K Buy
+3,350
New +$275K 0.35% 92

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 4,220 shares worth $346K. The stake represents 0.18% of the portfolio and ranks #134 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SHY as recently as Q2 2025.

GK Wealth Management first reported a position in SHY in Q4 2024 and has held it in 4 quarters since. The position peaked at $783K in Q2 2025. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • GK Wealth Management held 4,220 shares of iShares 1-3 Year Treasury Bond ETF worth $346K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new GK Wealth Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of GK Wealth Management's portfolio in Q2 2026, its #134 holding.
  • GK Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • GK Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $783K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.