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 Q3	$8.96K	Buy	110 +1	+0.9%	+$82	﹤0.01%	344
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	$8.64K	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 $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IMG Wealth Management's SHY Position: Q3 2026 in Review

IMG Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.92% in Q3 2026, buying an estimated $82 and bringing the position to 110 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

IMG Wealth Management first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.98K in Q2 2026. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

IMG Wealth Management held 110 shares of iShares 1-3 Year Treasury Bond ETF worth $8.96K as of Q3 2026.
IMG Wealth Management bought 1 iShares 1-3 Year Treasury Bond ETF share in Q3 2026, an estimated $82.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #344 holding.
IMG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $8.98K in Q2 2026.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.