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

Latko 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 		$1.96M Buy
23,837
+1,115
+5% +$91.7K 0.83% 21
2026
Q1 		$1.88M Sell
22,722
-4,796
-17% -$397K 0.91% 20
2025
Q4 		$2.28M Buy
27,518
+3,752
+16% +$311K 1.12% 18
2025
Q3 		$1.97M Buy
23,766
+5,764
+32% +$477K 1% 18
2025
Q2 		$1.49M Buy
18,002
+5,059
+39% +$418K 0.84% 16
2025
Q1 		$1.07M Buy
12,943
+4,462
+53% +$367K 0.69% 16
2024
Q4 		$695K Buy
8,481
+2,145
+34% +$176K 0.41% 17
2024
Q3 		$527K Buy
+6,336
New +$523K 0.32% 21

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Latko Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, buying an estimated $91.7K and bringing the position to 23,837 shares worth $1.96M. The position accounts for 0.83% of the portfolio, ranked #21.

Latko Wealth Management first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q4 2025. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Latko Wealth Management held 23,837 shares of iShares 1-3 Year Treasury Bond ETF worth $1.96M as of Q2 2026.
  • Latko Wealth Management bought 1,115 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $91.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.83% of Latko Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Latko Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Latko Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.28M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.