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 Q2	$1.31M	Buy	15,918 +24	+0.2%	+$1.97K	0.02%	401
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 $1.89T 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

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

Mission Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.15% in Q2 2026, buying an estimated $1.97K and bringing the position to 15,918 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #401.

Mission Wealth Management first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mission Wealth Management held 15,918 shares of iShares 1-3 Year Treasury Bond ETF worth $1.31M as of Q2 2026.
Mission Wealth Management bought 24 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.97K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #401 holding.
Mission Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Mission Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.