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

Measured Wealth Private Client Group’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	$277K	Sell	3,376 -6,914	-67%	-$569K	0.07%	161
2026 Q1	$850K	Buy	10,290 +10,102	+5,373%	+$836K	0.23%	65
2025 Q4	$15.6K	Buy	188 +8	+4%	+$663	﹤0.01%	520
2025 Q3	$14.9K	Buy	+180	New	+$14.9K	﹤0.01%	519
2023 Q2	–	Sell	-6,642	Closed	-$546K	–	195
2023 Q1	$546K	Buy	6,642 +3,375	+103%	+$275K	0.21%	73
2022 Q4	$265K	Sell	3,267 -10,166	-76%	-$825K	0.11%	134
2022 Q3	$1.09M	Buy	+13,433	New	+$1.11M	0.48%	29
2019 Q3	–	Sell	-4,296	Closed	-$364K	–	192
2019 Q2	$364K	Buy	+4,296	New	+$362K	0.21%	101

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

Measured Wealth Private Client Group's SHY Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 67% in Q2 2026, selling an estimated $569K and leaving 3,376 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #161.

Measured Wealth Private Client Group first reported a position in SHY in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Measured Wealth Private Client Group held 3,376 shares of iShares 1-3 Year Treasury Bond ETF worth $277K as of Q2 2026.
Measured Wealth Private Client Group sold 6,914 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $569K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #161 holding.
Measured Wealth Private Client Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 8 quarters since.
Measured Wealth Private Client Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.09M in Q3 2022.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.