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

One Plus One 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 		$1.24M Buy
+15,043
New +$1.24M 0.53% 45
2022
Q2 		– Sell
-22,427
Closed -$1.87M – 105
2022
Q1 		$1.87M Buy
+22,427
New +$1.9M 1.24% 25

Other funds holding SHY

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

One Plus One Wealth Management's SHY Position: Q2 2026 in Review

One Plus One Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 15,043 shares worth $1.24M. The stake represents 0.53% of the portfolio and ranks #45 among its holdings. This is a return to the name: One Plus One Wealth Management previously reported a position in SHY as recently as Q1 2022.

One Plus One Wealth Management first reported a position in SHY in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.87M in Q1 2022. 286 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • One Plus One Wealth Management held 15,043 shares of iShares 1-3 Year Treasury Bond ETF worth $1.24M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new One Plus One Wealth Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.53% of One Plus One Wealth Management's portfolio in Q2 2026, its #45 holding.
  • One Plus One Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • One Plus One Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.87M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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