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

Northwest 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 		$559K Sell
6,805
-465
-6% -$38.2K 0.07% 113
2026
Q1 		$600K Sell
7,270
-33
-0.5% -$2.73K 0.09% 110
2025
Q4 		$605K Sell
7,303
-263
-3% -$21.8K 0.1% 106
2025
Q3 		$628K Buy
7,566
+135
+2% +$11.2K 0.1% 95
2025
Q2 		$616K Sell
7,431
-483
-6% -$39.9K 0.11% 91
2025
Q1 		$655K Sell
7,914
-3,699
-32% -$304K 0.13% 87
2024
Q4 		$952K Sell
11,613
-5,460
-32% -$449K 0.2% 71
2024
Q3 		$1.42M Sell
17,073
-1,732
-9% -$143K 0.33% 58
2024
Q2 		$1.54M Buy
18,805
+332
+2% +$27K 0.4% 53
2024
Q1 		$1.51M Sell
18,473
-1,379
-7% -$113K 0.41% 54
2023
Q4 		$1.63M Sell
19,852
-3,732
-16% -$303K 0.49% 45
2023
Q3 		$1.91M Sell
23,584
-341
-1% -$27.6K 0.69% 39
2023
Q2 		$1.94M Sell
23,925
-6,106
-20% -$499K 0.7% 39
2023
Q1 		$2.47M Sell
30,031
-5,666
-16% -$462K 0.94% 32
2022
Q4 		$2.9M Sell
35,697
-2,395
-6% -$194K 1.24% 28
2022
Q3 		$3.09M Buy
38,092
+2,100
+6% +$173K 1.37% 22
2022
Q2 		$2.98M Buy
35,992
+32,610
+964% +$2.71M 1.29% 23
2022
Q1 		$282K Sell
3,382
-982
-23% -$83K 0.14% 111
2021
Q4 		$373K Sell
4,364
-59
-1% -$5.06K 0.17% 95
2021
Q3 		$381K Sell
4,423
-199
-4% -$17.2K 0.19% 90
2021
Q2 		$398K Buy
4,622
+73
+2% +$6.3K 0.21% 84
2021
Q1 		$392K Buy
4,549
+16
+0.4% +$1.38K 0.25% 79
2020
Q4 		$392K Buy
4,533
+137
+3% +$11.8K 0.27% 78
2020
Q3 		$380K Buy
4,396
+308
+8% +$26.7K 0.32% 71
2020
Q2 		$354K Sell
4,088
-48
-1% -$4.16K 0.31% 69
2020
Q1 		$358K Sell
4,136
-257
-6% -$22K 0.36% 63
2019
Q4 		$372K Sell
4,393
-1,436
-25% -$122K 0.34% 66
2019
Q3 		$494K Sell
5,829
-28
-0.5% -$2.37K 0.41% 68
2019
Q2 		$497K Sell
5,857
-673
-10% -$56.7K 0.4% 66
2019
Q1 		$549K Sell
6,530
-564
-8% -$47.2K 0.41% 56
2018
Q4 		$593K Sell
7,094
-249
-3% -$20.7K 0.5% 51
2018
Q3 		$610K Sell
7,343
-328
-4% -$27.3K 0.46% 53
2018
Q2 		$640K Sell
7,671
-1,922
-20% -$160K 0.48% 53
2018
Q1 		$801K Sell
9,593
-392
-4% -$32.8K 0.6% 40
2017
Q4 		$837K Sell
9,985
-172
-2% -$14.5K 0.68% 42
2017
Q3 		$858K Sell
10,157
-2,508
-20% -$212K 1.2% 23
2017
Q2 		$1.07M Sell
12,665
-896
-7% -$75.7K 0.98% 30
2017
Q1 		$1.15M Sell
13,561
-1,302
-9% -$110K 1.06% 28
2016
Q4 		$1.25M Buy
+14,863
New +$1.26M 1.28% 26

Other funds holding SHY

Truist Financial
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
CI
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
AP
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Northwest Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.4% in Q2 2026, selling an estimated $38.2K and leaving 6,805 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #113.

Northwest Wealth Management first reported a position in SHY in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.09M in Q3 2022. 528 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Northwest Wealth Management held 6,805 shares of iShares 1-3 Year Treasury Bond ETF worth $559K as of Q2 2026.
  • Northwest Wealth Management sold 465 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $38.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Northwest Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.09M in Q3 2022.
  • 528 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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