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

Mascoma 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	$3.3M	Hold	40,186	–	–	0.61%	24
2026 Q1	$3.32M	Buy	40,186 +15,664	+64%	+$1.3M	0.69%	24
2025 Q4	$2.03M	Buy	24,522 +750	+3%	+$62.2K	0.44%	28
2025 Q3	$1.97M	Hold	23,772	–	–	0.43%	27
2025 Q2	$1.97M	Buy	23,772 +500	+2%	+$41.3K	0.46%	28
2025 Q1	$1.93M	Hold	23,272	–	–	0.48%	29
2024 Q4	$1.91M	Hold	23,272	–	–	0.48%	25
2024 Q3	$1.94M	Buy	+23,272	New	+$1.92M	0.48%	26
2017 Q2	–	Sell	-128	Closed	-$11K	–	439
2017 Q1	$11K	Sell	128 -14,611	-99%	-$1.23M	0.01%	260
2016 Q4	$1.25M	Buy	+14,739	New	+$1.25M	0.92%	21

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

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

Mascoma Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 40,186 shares worth $3.3M. The position accounts for 0.61% of the portfolio, ranked #24.

Mascoma Wealth Management first reported a position in SHY in Q4 2016 and has held it in 10 quarters since. The position peaked at $3.32M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mascoma Wealth Management held 40,186 shares of iShares 1-3 Year Treasury Bond ETF worth $3.3M as of Q2 2026.
Mascoma Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.61% of Mascoma Wealth Management's portfolio in Q2 2026, its #24 holding.
Mascoma Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 10 quarters since.
Mascoma Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.32M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.