MASECO Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MASECO Private Wealth’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	$647K	Hold	7,885	–	–	0.02%	77
2026 Q1	$651K	Sell	7,885 -37	-0.5%	-$3.06K	0.02%	69
2025 Q4	$656K	Buy	+7,922	New	+$657K	0.03%	60
2025 Q3	–	Sell	-7,030	Closed	-$582K	–	470
2025 Q2	$582K	Buy	+7,030	New	+$580K	0.02%	74

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

MASECO Private Wealth's SHY Position: Q2 2026 in Review

MASECO Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 7,885 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #77.

MASECO Private Wealth first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

MASECO Private Wealth held 7,885 shares of iShares 1-3 Year Treasury Bond ETF worth $647K as of Q2 2026.
MASECO Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of MASECO Private Wealth's portfolio in Q2 2026, its #77 holding.
MASECO Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $656K in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.