PWM
SHY icon

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

Purus 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 		$639K Buy
7,780
+5
+0.1% +$411 0.18% 89
2026
Q1 		$642K Buy
7,775
+234
+3% +$19.4K 0.2% 80
2025
Q4 		$625K Buy
7,541
+7
+0.1% +$580 0.19% 77
2025
Q3 		$625K Buy
7,534
+874
+13% +$72.3K 0.2% 76
2025
Q2 		$552K Hold
6,660
– – 0.19% 78
2025
Q1 		$551K Hold
6,660
– – 0.23% 70
2024
Q4 		$546K Buy
6,660
+530
+9% +$43.6K 0.22% 67
2024
Q3 		$510K Sell
6,130
-1,082
-15% -$89.3K 0.22% 66
2024
Q2 		$589K Buy
7,212
+200
+3% +$16.3K 0.26% 59
2024
Q1 		$573K Hold
7,012
– – 0.28% 60
2023
Q4 		$575K Buy
+7,012
New +$570K 0.33% 59

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

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

Purus Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.06% in Q2 2026, buying an estimated $411 and bringing the position to 7,780 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #89.

Purus Wealth Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Purus Wealth Management held 7,780 shares of iShares 1-3 Year Treasury Bond ETF worth $639K as of Q2 2026.
  • Purus Wealth Management bought 5 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $411.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of Purus Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Purus Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Purus Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $642K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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