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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Maridea Wealth Management's SHY Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 165% in Q1 2026, buying an estimated $724K and bringing the position to 14,026 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #148.

Maridea Wealth Management first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Maridea Wealth Management held 14,026 shares of iShares 1-3 Year Treasury Bond ETF worth $1.16M as of Q1 2026.
  • Maridea Wealth Management bought 8,742 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $724K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Maridea Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Maridea Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.