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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Legacy Wealth Asset Management's SHY Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.8% in Q2 2026, buying an estimated $47.7K and bringing the position to 21,095 shares worth $1.73M. The position accounts for 0.38% of the portfolio, ranked #63.

Legacy Wealth Asset Management first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Legacy Wealth Asset Management held 21,095 shares of iShares 1-3 Year Treasury Bond ETF worth $1.73M as of Q2 2026.
  • Legacy Wealth Asset Management bought 580 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.38% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #63 holding.
  • Legacy Wealth Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.86M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.