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

HighMark 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	$99.7K	Buy	1,214 +11	+0.9%	+$904	0.03%	126
2026 Q1	$99.4K	Buy	1,203 +6	+0.5%	+$497	0.04%	112
2025 Q4	$99.1K	Buy	1,197 +15	+1%	+$1.24K	0.04%	111
2025 Q3	$98.1K	Buy	1,182 +11	+0.9%	+$910	0.04%	118
2025 Q2	$97K	Buy	+1,171	New	+$96.7K	0.05%	117
2024 Q4	–	Sell	-6,856	Closed	-$570K	–	611
2024 Q3	$570K	Sell	6,856 -412	-6%	-$34K	0.31%	39
2024 Q2	$593K	Sell	7,268 -486	-6%	-$39.5K	0.36%	37
2024 Q1	$662K	Sell	7,754 -4,481	-37%	-$367K	0.41%	31
2023 Q4	$1M	Sell	12,235 -6,704	-35%	-$545K	0.74%	13
2023 Q3	$1.53M	Sell	18,939 -301	-2%	-$24.4K	1.27%	8
2023 Q2	$1.56M	Sell	19,240 -15	-0.1%	-$1.23K	1.17%	11
2023 Q1	$1.58M	Sell	19,255 -195	-1%	-$15.9K	1.23%	11
2022 Q4	$1.58M	Sell	19,450 -2,090	-10%	-$170K	1.19%	13
2022 Q3	$1.75M	Sell	21,540 -172	-0.8%	-$14.2K	1.49%	9
2022 Q2	$1.79M	Sell	21,712 -6,701	-24%	-$556K	1.44%	10
2022 Q1	$2.38M	Sell	28,413 -3,281	-10%	-$277K	1.59%	10
2021 Q4	$2.71M	Sell	31,694 -2,377	-7%	-$204K	1.72%	10
2021 Q3	$2.94M	Buy	34,071 +2,258	+7%	+$195K	2.16%	8
2021 Q2	$2.74M	Buy	31,813 +504	+2%	+$43.5K	2.01%	8
2021 Q1	$2.7M	Sell	31,309 -7,716	-20%	-$666K	2.15%	8
2020 Q4	$3.37M	Sell	39,025 -214	-0.5%	-$18.5K	2.9%	7
2020 Q3	$3.4M	Sell	39,239 -2,202	-5%	-$191K	3.06%	7
2020 Q2	$3.59M	Buy	41,441 +674	+2%	+$58.4K	3.94%	5
2020 Q1	$3.53M	Buy	40,767 +1,698	+4%	+$145K	4.26%	5
2019 Q4	$3.31M	Buy	+39,069	New	+$3.31M	3.53%	6

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

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

HighMark Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.91% in Q2 2026, buying an estimated $904 and bringing the position to 1,214 shares worth $99.7K. The position accounts for 0.03% of the portfolio, ranked #126.

HighMark Wealth Management first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.59M in Q2 2020. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

HighMark Wealth Management held 1,214 shares of iShares 1-3 Year Treasury Bond ETF worth $99.7K as of Q2 2026.
HighMark Wealth Management bought 11 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $904.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #126 holding.
HighMark Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
HighMark Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.59M in Q2 2020.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.