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

Golden State 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	$501K	Buy	6,101 +1,673	+38%	+$138K	0.05%	278
2026 Q1	$366K	Buy	4,428 +230	+5%	+$19K	0.04%	299
2025 Q4	$348K	Buy	4,198 +51	+1%	+$4.23K	0.04%	307
2025 Q3	$344K	Buy	4,147 +1,884	+83%	+$156K	0.04%	297
2025 Q2	$188K	Buy	2,263 +1,240	+121%	+$102K	0.02%	365
2025 Q1	$84.7K	Buy	1,023 +653	+176%	+$53.7K	0.01%	488
2024 Q4	$30.4K	Buy	+370	New	+$30.4K	﹤0.01%	674
2020 Q4	–	Sell	-1,151	Closed	-$100K	–	386
2020 Q3	$100K	Buy	+1,151	New	+$99.6K	0.03%	261
2020 Q2	–	Sell	-349	Closed	-$30K	–	768
2020 Q1	$30K	Buy	+349	New	+$29.8K	0.01%	442
2019 Q4	–	Sell	-345	Closed	-$29K	–	769
2019 Q3	$29K	Buy	345 +2	+0.6%	+$169	0.01%	552
2019 Q2	$29K	Buy	343 +1	+0.3%	+$84	0.01%	558
2019 Q1	$29K	Buy	+342	New	+$28.6K	0.01%	554

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

Golden State Wealth Management's SHY Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q2 2026, buying an estimated $138K and bringing the position to 6,101 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #278.

Golden State Wealth Management first reported a position in SHY in Q1 2019 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Golden State Wealth Management held 6,101 shares of iShares 1-3 Year Treasury Bond ETF worth $501K as of Q2 2026.
Golden State Wealth Management bought 1,673 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $138K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #278 holding.
Golden State Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.