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

HB 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	$2.16M	Buy	26,303 +1,222	+5%	+$100K	0.01%	457
2026 Q1	$2.07M	Sell	25,081 -1,034	-4%	-$85.6K	0.01%	419
2025 Q4	$2.16M	Buy	26,115 +12,832	+97%	+$1.06M	0.01%	395
2025 Q3	$1.1M	Sell	13,283 -2,432	-15%	-$201K	0.01%	581
2025 Q2	$1.3M	Sell	15,715 -2,705	-15%	-$223K	0.01%	466
2025 Q1	$1.52M	Buy	18,420 +14,297	+347%	+$1.18M	0.01%	437
2024 Q4	$338K	Buy	4,123 +623	+18%	+$51.2K	﹤0.01%	765
2024 Q3	$291K	Sell	3,500 -1,185	-25%	-$97.8K	﹤0.01%	772
2024 Q2	$383K	Buy	+4,685	New	+$381K	﹤0.01%	626
2023 Q4	–	Sell	-2,928	Closed	-$237K	–	821
2023 Q3	$237K	Hold	2,928	–	–	﹤0.01%	649
2023 Q2	$237K	Hold	2,928	–	–	﹤0.01%	620
2023 Q1	$241K	Hold	2,928	–	–	﹤0.01%	608
2022 Q4	$238K	Sell	2,928 -213	-7%	-$17.3K	﹤0.01%	592
2022 Q3	$255K	Buy	3,141 +73	+2%	+$6.01K	0.01%	475
2022 Q2	$254K	Sell	3,068 -81	-3%	-$6.72K	0.01%	485
2022 Q1	$262K	Sell	3,149 -1,675	-35%	-$142K	﹤0.01%	488
2021 Q4	$413K	Buy	+4,824	New	+$414K	0.01%	336

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

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

HB Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, buying an estimated $100K and bringing the position to 26,303 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #457.

HB Wealth Management first reported a position in SHY in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.16M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

HB Wealth Management held 26,303 shares of iShares 1-3 Year Treasury Bond ETF worth $2.16M as of Q2 2026.
HB Wealth Management bought 1,222 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $100K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #457 holding.
HB Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
HB Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.16M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.