New Wave Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New Wave Wealth Advisors’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	–	Sell	-2,467	Closed	-$204K	–	236
2026 Q1	$204K	Sell	2,467 -8,056	-77%	-$667K	0.07%	185
2025 Q4	$872K	Sell	10,523 -1,437	-12%	-$119K	0.32%	65
2025 Q3	$992K	Sell	11,960 -1,842	-13%	-$152K	0.39%	50
2025 Q2	$1.14M	Sell	13,802 -4,494	-25%	-$371K	0.49%	43
2025 Q1	$1.51M	Buy	18,296 +826	+5%	+$67.9K	0.68%	37
2024 Q4	$1.43M	Buy	17,470 +13,280	+317%	+$1.09M	0.59%	38
2024 Q3	$348K	Sell	4,190 -2,000	-32%	-$165K	0.16%	95
2024 Q2	$505K	Buy	+6,190	New	+$504K	0.27%	62

Other funds holding SHY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Wave Wealth Advisors's SHY Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,467 shares — an estimated $204K sold.

New Wave Wealth Advisors first reported a position in SHY in Q2 2024 and held it in 8 quarters. The position peaked at $1.51M in Q1 2025. 486 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

New Wave Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 2,467 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $204K.
New Wave Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 8 quarters.
New Wave Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.51M in Q1 2025.
486 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.