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 Q3	$219K	Sell	2,703 -12,340	-82%	-$1.01M	0.09%	88
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

One Plus One Wealth Management's SHY Position: Q3 2026 in Review

One Plus One Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 82% in Q3 2026, selling an estimated $1.01M and leaving 2,703 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #88.

One Plus One Wealth Management first reported a position in SHY in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2022. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

One Plus One Wealth Management held 2,703 shares of iShares 1-3 Year Treasury Bond ETF worth $219K as of Q3 2026.
One Plus One Wealth Management sold 12,340 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.01M.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of One Plus One Wealth Management's portfolio in Q3 2026, its #88 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 3 quarters since.
One Plus One Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.87M in Q1 2022.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.