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Glassman Wealth Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Glassman Wealth Services’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 		$59.2K Buy
+721
New +$59.3K 0.01% 144
2024
Q1 		– Sell
-717
Closed -$58.8K – 1536
2023
Q4 		$58.8K Buy
+717
New +$58.3K 0.01% 413

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Glassman Wealth Services's SHY Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 721 shares worth $59.2K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in SHY as recently as Q4 2023.

Glassman Wealth Services first reported a position in SHY in Q4 2023 and has held it in 2 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Glassman Wealth Services held 721 shares of iShares 1-3 Year Treasury Bond ETF worth $59.2K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Glassman Wealth Services position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #144 holding.
  • Glassman Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.