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

Maridea 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	$2.37M	Buy	28,878 +14,852	+106%	+$1.22M	0.26%	93
2026 Q1	$1.16M	Buy	14,026 +8,742	+165%	+$724K	0.17%	148
2025 Q4	$438K	Buy	5,284 +262	+5%	+$21.7K	0.07%	271
2025 Q3	$417K	Buy	5,022 +1,518	+43%	+$126K	0.06%	275
2025 Q2	$290K	Buy	+3,504	New	+$289K	0.08%	221

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Maridea Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 106% in Q2 2026, buying an estimated $1.22M and bringing the position to 28,878 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #93.

Maridea Wealth Management first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Maridea Wealth Management held 28,878 shares of iShares 1-3 Year Treasury Bond ETF worth $2.37M as of Q2 2026.
Maridea Wealth Management bought 14,852 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares 1-3 Year Treasury Bond ETF made up 0.26% of Maridea Wealth Management's portfolio in Q2 2026, its #93 holding.
Maridea Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.