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

Modern 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	$69.8M	Buy	849,764 +379,973	+81%	+$31.2M	0.83%	25
2026 Q1	$38.7M	Buy	469,791 +35,817	+8%	+$2.96M	0.66%	37
2025 Q4	$35.9M	Buy	433,974 +16,399	+4%	+$1.36M	0.66%	39
2025 Q3	$34.6M	Sell	417,575 -46,772	-10%	-$3.87M	0.69%	37
2025 Q2	$38.5M	Buy	464,347 +72,128	+18%	+$5.95M	0.95%	21
2025 Q1	$32.4M	Buy	392,219 +20,832	+6%	+$1.71M	1.04%	20
2024 Q4	$30.4M	Buy	371,387 +283,716	+324%	+$23.3M	1.14%	20
2024 Q3	$7.29M	Buy	87,671 +5,104	+6%	+$421K	0.45%	45
2024 Q2	$6.74M	Buy	82,567 +22,436	+37%	+$1.83M	0.5%	38
2024 Q1	$4.92M	Buy	60,131 +47,671	+383%	+$3.9M	0.46%	33
2023 Q4	$1.02M	Buy	+12,460	New	+$1.01M	0.13%	61

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

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

Modern Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 81% in Q2 2026, buying an estimated $31.2M and bringing the position to 849,764 shares worth $69.8M. The position accounts for 0.83% of the portfolio, ranked #25.

Modern Wealth Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Modern Wealth Management held 849,764 shares of iShares 1-3 Year Treasury Bond ETF worth $69.8M as of Q2 2026.
Modern Wealth Management bought 379,973 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $31.2M.
iShares 1-3 Year Treasury Bond ETF made up 0.83% of Modern Wealth Management's portfolio in Q2 2026, its #25 holding.
Modern Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.