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

Palumbo 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	$1.1M	Sell	13,399 -56,816	-81%	-$4.67M	0.23%	74
2026 Q1	$5.8M	Buy	70,215 +62,625	+825%	+$5.18M	1.41%	18
2025 Q4	$629K	Sell	7,590 -114,656	-94%	-$9.5M	0.16%	104
2025 Q3	$1.19M	Buy	122,246 +101,395	+486%	+$8.39M	0.38%	56
2025 Q2	$1.73M	Sell	20,851 -7,227	-26%	-$597K	0.54%	46
2025 Q1	$2.32M	Buy	28,078 +17,542	+166%	+$1.44M	0.78%	38
2024 Q4	$864K	Buy	10,536 +3,207	+44%	+$264K	0.32%	61
2024 Q3	$609K	Buy	7,329 +3,973	+118%	+$328K	0.24%	75
2024 Q2	$274K	Buy	+3,356	New	+$273K	0.12%	108
2021 Q4	–	Sell	-11,660	Closed	-$1M	–	100
2021 Q3	$1M	Sell	11,660 -1,460	-11%	-$126K	0.66%	25
2021 Q2	$1.13M	Buy	13,120 +1,296	+11%	+$112K	0.76%	27
2021 Q1	$1.02M	Buy	11,824 +3,918	+50%	+$338K	0.77%	26
2020 Q4	$683K	Buy	+7,906	New	+$683K	0.55%	39

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Palumbo Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 81% in Q2 2026, selling an estimated $4.67M and leaving 13,399 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #74.

Palumbo Wealth Management first reported a position in SHY in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.8M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Palumbo Wealth Management held 13,399 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
Palumbo Wealth Management sold 56,816 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.67M.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Palumbo Wealth Management's portfolio in Q2 2026, its #74 holding.
Palumbo Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
Palumbo Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $5.8M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.