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

IMG 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	$8.98K	Buy	109 +1	+0.9%	+$82	0.01%	338
2026 Q1	$8.95K	Hold	108	–	–	0.01%	311
2025 Q4	$8.92K	Buy	108 +2	+2%	+$166	0.01%	332
2025 Q3	$8.83K	Buy	106 +1	+1%	+$83	0.01%	287
2025 Q2	$8.73K	Buy	105 +1	+1%	+$83	0.01%	284
2025 Q1	$8.63K	Hold	104	–	–	0.01%	222
2024 Q4	$8.5K	Buy	+104	New	+$8.55K	0.01%	198

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

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

IMG Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.93% in Q2 2026, buying an estimated $82 and bringing the position to 109 shares worth $8.98K. The position accounts for 0.01% of the portfolio, ranked #338.

IMG Wealth Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

IMG Wealth Management held 109 shares of iShares 1-3 Year Treasury Bond ETF worth $8.98K as of Q2 2026.
IMG Wealth Management bought 1 iShares 1-3 Year Treasury Bond ETF share in Q2 2026, an estimated $82.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #338 holding.
IMG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.