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

Mader & Shannon 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 		$20.7M Buy
252,127
+670
+0.3% +$55.1K 9.67% 4
2026
Q1 		$20.8M Sell
251,457
-84,188
-25% -$6.97M 9.61% 4
2025
Q4 		$27.8M Hold
335,645
– – 13.65% 3
2025
Q3 		$27.8M Sell
335,645
-107,952
-24% -$8.93M 13.65% 3
2025
Q2 		$36.8M Buy
+443,597
New +$36.6M 20.02% 1
2022
Q4 		– Sell
-4,159
Closed -$338K – 18
2022
Q3 		$338K Sell
4,159
-79,944
-95% -$6.58M 0.37% 12
2022
Q2 		$6.96M Sell
84,103
-6,383
-7% -$530K 4.16% 8
2022
Q1 		$7.54M Buy
90,486
+3,216
+4% +$272K 4.09% 8
2021
Q4 		$7.46M Buy
87,270
+684
+0.8% +$58.7K 4.13% 11
2021
Q3 		$7.46M Sell
86,586
-411
-0.5% -$35.4K 4.77% 7
2021
Q2 		$7.5M Sell
86,997
-4,753
-5% -$410K 3.86% 7
2021
Q1 		$7.91M Buy
91,750
+1,613
+2% +$139K 4.63% 4
2020
Q4 		$7.79M Sell
90,137
-1,026
-1% -$88.6K 5.16% 4
2020
Q3 		$7.89M Sell
91,163
-2,815
-3% -$244K 6.17% 4
2020
Q2 		$8.14M Buy
93,978
+8,534
+10% +$739K 6.63% 4
2020
Q1 		$7.41M Buy
85,444
+4,076
+5% +$348K 6.55% 5
2019
Q4 		$6.89M Buy
81,368
+2,796
+4% +$237K 5.55% 6
2019
Q3 		$6.66M Sell
78,572
-201,118
-72% -$17M 5.28% 7
2019
Q2 		$23.7M Buy
279,690
+276,322
+8,204% +$23.3M 20.16% 1
2019
Q1 		$283K Buy
+3,368
New +$282K 0.25% 12
2016
Q4 		– Sell
-30,564
Closed -$2.6M – 21
2016
Q3 		$2.6M Buy
+30,564
New +$2.6M 1.98% 15
2016
Q1 		– Sell
-51,003
Closed -$4.3M – 16
2015
Q4 		$4.3M Sell
51,003
-374,337
-88% -$31.7M 3.81% 9
2015
Q3 		$36.1M Buy
+425,340
New +$36.1M 45.02% 1

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

Mader & Shannon Wealth Management's SHY Position: Q2 2026 in Review

Mader & Shannon Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.27% in Q2 2026, buying an estimated $55.1K and bringing the position to 252,127 shares worth $20.7M. The position accounts for 9.67% of the portfolio, ranked #4.

Mader & Shannon Wealth Management first reported a position in SHY in Q3 2015 and has held it in 23 quarters since. The position peaked at $36.8M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Mader & Shannon Wealth Management held 252,127 shares of iShares 1-3 Year Treasury Bond ETF worth $20.7M as of Q2 2026.
  • Mader & Shannon Wealth Management bought 670 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 9.67% of Mader & Shannon Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Mader & Shannon Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 23 quarters since.
  • Mader & Shannon Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $36.8M in Q2 2025.
  • 1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.