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

Koa 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 		$6M Buy
73,075
+6,312
+9% +$519K 4.08% 6
2026
Q1 		$5.51M Sell
66,763
-2,286
-3% -$189K 3.99% 6
2025
Q4 		$5.72M Buy
69,049
+2,403
+4% +$199K 3.93% 6
2025
Q3 		$5.53M Buy
66,646
+4,975
+8% +$411K 4.1% 6
2025
Q2 		$5.11M Buy
61,671
+3,535
+6% +$292K 4.06% 5
2025
Q1 		$4.81M Sell
58,136
-1,151
-2% -$94.7K 3.88% 6
2024
Q4 		$4.86M Buy
59,287
+882
+2% +$72.5K 3.97% 5
2024
Q3 		$4.86M Buy
58,405
+2,844
+5% +$235K 3.75% 6
2024
Q2 		$4.54M Buy
55,561
+7,490
+16% +$609K 3.83% 6
2024
Q1 		$3.93M Buy
48,071
+3,667
+8% +$300K 3.54% 7
2023
Q4 		$3.64M Buy
+44,404
New +$3.61M 3.6% 7

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Koa Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.5% in Q2 2026, buying an estimated $519K and bringing the position to 73,075 shares worth $6M. The position accounts for 4.08% of the portfolio, ranked #6.

Koa Wealth Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 548 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Koa Wealth Management held 73,075 shares of iShares 1-3 Year Treasury Bond ETF worth $6M as of Q2 2026.
  • Koa Wealth Management bought 6,312 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $519K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.08% of Koa Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Koa Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 548 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.