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Iams Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Iams Wealth Management’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Sell
15,893
-609
-4% -$35.5K 0.28% 105
2026
Q1 		$966K Sell
16,502
-1,318
-7% -$77.4K 0.34% 89
2025
Q4 		$1.05M Buy
17,820
+1,505
+9% +$88.5K 0.38% 84
2025
Q3 		$960K Buy
16,315
+1,501
+10% +$88.1K 0.39% 78
2025
Q2 		$871K Buy
+14,814
New +$868K 0.4% 75

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Iams Wealth Management's VGSH Position: Q2 2026 in Review

Iams Wealth Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.7% in Q2 2026, selling an estimated $35.5K and leaving 15,893 shares worth $925K. The position accounts for 0.28% of the portfolio, ranked #105.

Iams Wealth Management first reported a position in VGSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 197 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Iams Wealth Management held 15,893 shares of Vanguard Short-Term Treasury ETF worth $925K as of Q2 2026.
  • Iams Wealth Management sold 609 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $35.5K.
  • Vanguard Short-Term Treasury ETF made up 0.28% of Iams Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Iams Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Iams Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.05M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.