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

Private Wealth Asset 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	$168K	Hold	2,050	–	–	0.02%	282
2026 Q1	$169K	Hold	2,050	–	–	0.02%	282
2025 Q4	$170K	Sell	2,050 -50	-2%	-$4.14K	0.02%	278
2025 Q3	$174K	Buy	2,100 +1,650	+367%	+$136K	0.02%	253
2025 Q2	$37.3K	Hold	450	–	–	﹤0.01%	435
2025 Q1	$37.2K	Buy	+450	New	+$37K	0.01%	424

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

Private Wealth Asset Management's SHY Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 2,050 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #282.

Private Wealth Asset Management first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $174K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Private Wealth Asset Management held 2,050 shares of iShares 1-3 Year Treasury Bond ETF worth $168K as of Q2 2026.
Private Wealth Asset Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #282 holding.
Private Wealth Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $174K in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.