Koa Wealth Management
SHY icon

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
Q3 		$5.67M Sell
69,769
-3,306
-5% -$270K 3.67% 6
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 $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Koa Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.5% in Q3 2026, selling an estimated $270K and leaving 69,769 shares worth $5.67M. The position accounts for 3.67% of the portfolio, ranked #6.

Koa Wealth Management first reported a position in SHY in Q4 2023 and has held it in 12 quarters since. The position peaked at $6M in Q2 2026. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Koa Wealth Management held 69,769 shares of iShares 1-3 Year Treasury Bond ETF worth $5.67M as of Q3 2026.
  • Koa Wealth Management sold 3,306 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $270K.
  • iShares 1-3 Year Treasury Bond ETF made up 3.67% of Koa Wealth Management's portfolio in Q3 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 12 quarters since.
  • Koa Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6M in Q2 2026.
  • 543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.