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

Legacy Wealth Asset 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 		– Sell
-21,095
Closed -$1.73M – 395
2026
Q2 		$1.73M Buy
21,095
+580
+3% +$47.7K 0.38% 63
2026
Q1 		$1.69M Buy
20,515
+919
+5% +$76.1K 0.41% 53
2025
Q4 		$1.62M Buy
19,596
+1,286
+7% +$107K 0.4% 57
2025
Q3 		$1.52M Buy
18,310
+528
+3% +$43.7K 0.37% 67
2025
Q2 		$1.47M Buy
17,782
+21
+0.1% +$1.73K 0.37% 66
2025
Q1 		$1.47M Sell
17,761
-674
-4% -$55.4K 0.41% 71
2024
Q4 		$1.51M Sell
18,435
-440
-2% -$36.2K 0.41% 61
2024
Q3 		$1.57M Sell
18,875
-48
-0.3% -$3.96K 0.42% 63
2024
Q2 		$1.55M Buy
18,923
+1,062
+6% +$86.4K 0.44% 63
2024
Q1 		$1.46M Buy
17,861
+394
+2% +$32.2K 0.41% 62
2023
Q4 		$1.43M Sell
17,467
-120
-0.7% -$9.75K 0.47% 62
2023
Q3 		$1.42M Sell
17,587
-1,016
-5% -$82.3K 0.52% 53
2023
Q2 		$1.51M Buy
18,603
+565
+3% +$46.2K 0.53% 47
2023
Q1 		$1.48M Sell
18,038
-727
-4% -$59.3K 0.53% 44
2022
Q4 		$1.52M Sell
18,765
-201
-1% -$16.3K 0.58% 33
2022
Q3 		$1.54M Sell
18,966
-2,959
-13% -$244K 0.67% 26
2022
Q2 		$1.81M Sell
21,925
-430
-2% -$35.7K 0.74% 22
2022
Q1 		$1.86M Buy
22,355
+590
+3% +$49.9K 0.66% 24
2021
Q4 		$1.86M Buy
21,765
+4,203
+24% +$361K 0.63% 18
2021
Q3 		$1.51M Buy
17,562
+444
+3% +$38.3K 0.69% 15
2021
Q2 		$1.48M Buy
17,118
+568
+3% +$49K 0.66% 16
2021
Q1 		$1.43M Buy
16,550
+1,945
+13% +$168K 0.66% 21
2020
Q4 		$1.26M Buy
+14,605
New +$1.26M 0.64% 27

Other funds holding SHY

EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Legacy Wealth Asset Management's SHY Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 21,095 shares — an estimated $1.73M sold.

Legacy Wealth Asset Management first reported a position in SHY in Q4 2020 and held it in 23 quarters. The position peaked at $1.86M in Q1 2022. 141 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 21,095 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.73M.
  • Legacy Wealth Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 23 quarters.
  • Legacy Wealth Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.86M in Q1 2022.
  • 141 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.