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

Peck 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 		$73.9K Sell
900
-200
-18% -$16.4K 0.06% 102
2026
Q1 		$90.8K Hold
1,100
– – 0.09% 91
2025
Q4 		$91.1K Buy
+1,100
New +$91.2K 0.09% 93

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

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

Peck Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q2 2026, selling an estimated $16.4K and leaving 900 shares worth $73.9K. The position accounts for 0.06% of the portfolio, ranked #102.

Peck Wealth Management first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.1K in Q4 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Peck Wealth Management held 900 shares of iShares 1-3 Year Treasury Bond ETF worth $73.9K as of Q2 2026.
  • Peck Wealth Management sold 200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Peck Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Peck Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Peck Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $91.1K in Q4 2025.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.