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

Modera 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 		$632K Sell
7,695
-3,455
-31% -$284K 0.01% 416
2026
Q1 		$921K Sell
11,150
-107
-1% -$8.86K 0.01% 339
2025
Q4 		$932K Sell
11,257
-467
-4% -$38.7K 0.01% 346
2025
Q3 		$973K Sell
11,724
-8,334
-42% -$689K 0.01% 343
2025
Q2 		$1.66M Sell
20,058
-922
-4% -$76.1K 0.02% 278
2025
Q1 		$1.74M Sell
20,980
-4,978
-19% -$409K 0.02% 258
2024
Q4 		$2.13M Buy
25,958
+7,546
+41% +$620K 0.03% 243
2024
Q3 		$1.53M Sell
18,412
-6,451
-26% -$532K 0.02% 261
2024
Q2 		$2.03M Buy
24,863
+7,629
+44% +$621K 0.03% 220
2024
Q1 		$1.41M Buy
17,234
+342
+2% +$28K 0.02% 260
2023
Q4 		$1.39M Sell
16,892
-1,381
-8% -$112K 0.02% 256
2023
Q3 		$1.48M Sell
18,273
-1,826
-9% -$148K 0.03% 242
2023
Q2 		$1.63M Sell
20,099
-783
-4% -$64K 0.03% 241
2023
Q1 		$1.72M Sell
20,882
-1,087
-5% -$88.6K 0.07% 102
2022
Q4 		$1.78M Buy
21,969
+1,595
+8% +$129K 0.07% 99
2022
Q3 		$1.66M Sell
20,374
-1,145
-5% -$94.2K 0.08% 95
2022
Q2 		$1.78M Sell
21,519
-2,632
-11% -$218K 0.08% 99
2022
Q1 		$2.01M Buy
+24,151
New +$2.04M 0.09% 98
2021
Q1 		– Sell
-3,200
Closed -$276K – 247
2020
Q4 		$276K Hold
3,200
– – 0.02% 190
2020
Q3 		$277K Sell
3,200
-1,593
-33% -$138K 0.04% 128
2020
Q2 		$415K Buy
4,793
+1
+0% +$87 0.07% 97
2020
Q1 		$415K Buy
4,792
+1,400
+41% +$120K 0.09% 90
2019
Q4 		$287K Hold
3,392
– – 0.04% 107
2019
Q3 		$288K Hold
3,392
– – 0.05% 107
2019
Q2 		$288K Hold
3,392
– – 0.05% 107
2019
Q1 		$285K Hold
3,392
– – 0.05% 110
2018
Q4 		$284K Hold
3,392
– – 0.06% 98
2018
Q3 		$282K Sell
3,392
-1,608
-32% -$134K 0.06% 111
2018
Q2 		$417K Buy
+5,000
New +$416K 0.09% 82

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q2 2026, selling an estimated $284K and leaving 7,695 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #416.

Modera Wealth Management first reported a position in SHY in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.13M in Q4 2024. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Modera Wealth Management held 7,695 shares of iShares 1-3 Year Treasury Bond ETF worth $632K as of Q2 2026.
  • Modera Wealth Management sold 3,455 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $284K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Modera Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 29 quarters since.
  • Modera Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.13M in Q4 2024.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.