MWM
SHY icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return