GK Wealth Management
SHY icon

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
Q3 		$444K Buy
5,471
+1,251
+30% +$102K 0.25% 80
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

GK Wealth Management's SHY Position: Q3 2026 in Review

GK Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q3 2026, buying an estimated $102K and bringing the position to 5,471 shares worth $444K. The position accounts for 0.25% of the portfolio, ranked #80.

GK Wealth Management first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $783K in Q2 2025. 873 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • GK Wealth Management held 5,471 shares of iShares 1-3 Year Treasury Bond ETF worth $444K as of Q3 2026.
  • GK Wealth Management bought 1,251 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $102K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.25% of GK Wealth Management's portfolio in Q3 2026, its #80 holding.
  • GK Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • GK Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $783K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.