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

Mosley 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 		$10.6K Sell
129
-518
-80% -$42.6K ﹤0.01% 381
2026
Q1 		$53.6K Buy
+647
New +$53.6K 0.02% 202

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

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

Mosley Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 80% in Q2 2026, selling an estimated $42.6K and leaving 129 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Mosley Wealth Management first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.6K in Q1 2026. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Mosley Wealth Management held 129 shares of iShares 1-3 Year Treasury Bond ETF worth $10.6K as of Q2 2026.
  • Mosley Wealth Management sold 518 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.6K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Mosley Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $53.6K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.