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

Mission 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 Q1	$1.31M	Buy	15,894 +12,236	+334%	+$1.01M	0.03%	279
2025 Q4	$303K	Sell	3,658 -959	-21%	-$79.5K	0.01%	613
2025 Q3	$383K	Sell	4,617 -3,091	-40%	-$256K	0.01%	543
2025 Q2	$639K	Sell	7,708 -2,422	-24%	-$200K	0.01%	421
2025 Q1	$838K	Buy	+10,130	New	+$833K	0.02%	346

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mission Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 334% in Q1 2026, buying an estimated $1.01M and bringing the position to 15,894 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #279.

Mission Wealth Management first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Mission Wealth Management held 15,894 shares of iShares 1-3 Year Treasury Bond ETF worth $1.31M as of Q1 2026.
Mission Wealth Management bought 12,236 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.01M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #279 holding.
Mission Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.