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NWAM LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NWAM LLC’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 		$2.56M Sell
31,155
-3,179
-9% -$261K 0.13% 174
2026
Q1 		$2.83M Sell
34,334
-3,683
-10% -$305K 0.16% 132
2025
Q4 		$3.15M Sell
38,017
-115
-0.3% -$9.53K 0.18% 129
2025
Q3 		$3.17M Sell
38,132
-1,054
-3% -$87.2K 0.17% 137
2025
Q2 		$3.24M Buy
39,186
+9,221
+31% +$761K 0.19% 134
2025
Q1 		$2.48M Buy
29,965
+1,813
+6% +$149K 0.21% 103
2024
Q4 		$2.31M Buy
28,152
+4,114
+17% +$338K 0.14% 154
2024
Q3 		$2M Buy
+24,038
New +$1.98M 0.12% 166
2024
Q2 		– Sell
-17,602
Closed -$1.44M – 458
2024
Q1 		$1.44M Sell
17,602
-2,782
-14% -$228K 0.12% 173
2023
Q4 		$1.67M Sell
20,384
-34,071
-63% -$2.77M 0.13% 149
2023
Q3 		$4.41M Sell
54,455
-388
-0.7% -$31.4K 0.45% 53
2023
Q2 		$4.45M Sell
54,843
-2,406
-4% -$197K 0.37% 63
2023
Q1 		$4.7M Sell
57,249
-358
-0.6% -$29.2K 0.48% 46
2022
Q4 		$4.68M Sell
57,607
-35,408
-38% -$2.87M 0.41% 56
2022
Q3 		$7.55M Sell
93,015
-2,065
-2% -$170K 0.72% 26
2022
Q2 		$7.89M Buy
95,080
+837
+0.9% +$69.4K 0.73% 26
2022
Q1 		$7.86M Buy
94,243
+49,420
+110% +$4.18M 0.6% 30
2021
Q4 		$3.83M Buy
44,823
+3,606
+9% +$309K 0.3% 80
2021
Q3 		$3.55M Buy
41,217
+15,133
+58% +$1.3M 0.32% 76
2021
Q2 		$2.25M Buy
26,084
+5,778
+28% +$498K 0.21% 113
2021
Q1 		$1.75M Buy
20,306
+15,134
+293% +$1.31M 0.17% 138
2020
Q4 		$447K Buy
+5,172
New +$447K 0.05% 285
2015
Q3 		– Sell
-8,000
Closed -$703K – 223
2015
Q2 		$703K Buy
+8,000
New +$679K 0.29% 83

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

NWAM LLC's SHY Position: Q2 2026 in Review

NWAM LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.3% in Q2 2026, selling an estimated $261K and leaving 31,155 shares worth $2.56M. The position accounts for 0.13% of the portfolio, ranked #174.

NWAM LLC first reported a position in SHY in Q2 2015 and has held it in 23 quarters since. The position peaked at $7.89M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • NWAM LLC held 31,155 shares of iShares 1-3 Year Treasury Bond ETF worth $2.56M as of Q2 2026.
  • NWAM LLC sold 3,179 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $261K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of NWAM LLC's portfolio in Q2 2026, its #174 holding.
  • NWAM LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 23 quarters since.
  • NWAM LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.89M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.