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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
2022
Q4 		– Sell
-164,566
Closed -$13.4M – 58
2022
Q3 		$13.4M Buy
+164,566
New +$13.5M 12.12% 1

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 795 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.
  • 795 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.