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

Lake Hills 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	$10.2M	Buy	124,748 +44,129	+55%	+$3.63M	4.66%	6
2026 Q1	$6.66M	Sell	80,619 -148,493	-65%	-$12.3M	3.72%	12
2025 Q4	$19M	Sell	229,112 -288,627	-56%	-$23.9M	9.9%	2
2025 Q3	$43M	Buy	517,739 +360,936	+230%	+$29.9M	22.93%	1
2025 Q2	$13M	Sell	156,803 -60,085	-28%	-$4.96M	7.44%	4
2025 Q1	$17.9M	Buy	216,888 +56,583	+35%	+$4.65M	12.39%	2
2024 Q4	$13.1M	Sell	160,305 -50,015	-24%	-$4.11M	8.97%	1
2024 Q3	$17.5M	Buy	210,320 +10,645	+5%	+$878K	11.7%	1
2024 Q2	$16.3M	Buy	199,675 +62,719	+46%	+$5.1M	11.7%	1
2024 Q1	$11.2M	Sell	136,956 -53,520	-28%	-$4.38M	10.08%	1
2023 Q4	$15.6M	Buy	190,476 +53,569	+39%	+$4.35M	15.63%	1
2023 Q3	$11.1M	Buy	136,907 +105,776	+340%	+$8.57M	11.22%	2
2023 Q2	$2.52M	Buy	+31,131	New	+$2.55M	2.75%	14
2023 Q1	–	Sell	-108,856	Closed	-$8.84M	–	36
2022 Q4	$8.84M	Buy	+108,856	New	+$8.83M	8.81%	2
2022 Q3	–	Sell	-218,413	Closed	-$18M	–	46
2022 Q2	$18.1M	Buy	218,413 +31,745	+17%	+$2.63M	13.37%	2
2022 Q1	$15.6M	Buy	186,668 +108,502	+139%	+$9.17M	11.19%	2
2021 Q4	$6.69M	Buy	+78,166	New	+$6.71M	4.73%	4

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

Lake Hills Wealth Management's SHY Position: Q2 2026 in Review

Lake Hills Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 55% in Q2 2026, buying an estimated $3.63M and bringing the position to 124,748 shares worth $10.2M. The position accounts for 4.66% of the portfolio, ranked #6.

Lake Hills Wealth Management first reported a position in SHY in Q4 2021 and has held it in 17 quarters since. The position peaked at $43M in Q3 2025. 548 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Lake Hills Wealth Management held 124,748 shares of iShares 1-3 Year Treasury Bond ETF worth $10.2M as of Q2 2026.
Lake Hills Wealth Management bought 44,129 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.63M.
iShares 1-3 Year Treasury Bond ETF made up 4.66% of Lake Hills Wealth Management's portfolio in Q2 2026, its #6 holding.
Lake Hills Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
Lake Hills Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $43M in Q3 2025.
548 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.