KWM
SHY icon

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

Kiker 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 		$6.38M Buy
77,686
+15,581
+25% +$1.28M 2.49% 15
2026
Q1 		$5.13M Buy
62,105
+59,818
+2,616% +$4.95M 2.45% 13
2025
Q4 		$189K Sell
2,287
-46,990
-95% -$3.9M 6.28% 9
2025
Q3 		$4.09M Buy
49,277
+3,515
+8% +$291K 2.06% 13
2025
Q2 		$3.79M Buy
45,762
+3,004
+7% +$248K 2.14% 12
2025
Q1 		$3.54M Buy
42,758
+5,721
+15% +$470K 2.41% 11
2024
Q4 		$3.04M Buy
+37,037
New +$3.04M 2.46% 12

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kiker Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q2 2026, buying an estimated $1.28M and bringing the position to 77,686 shares worth $6.38M. The position accounts for 2.49% of the portfolio, ranked #15.

Kiker 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.

  • Kiker Wealth Management held 77,686 shares of iShares 1-3 Year Treasury Bond ETF worth $6.38M as of Q2 2026.
  • Kiker Wealth Management bought 15,581 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.28M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.49% of Kiker Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Kiker 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 Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.