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

Rialto 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 		$39.2K Buy
+477
New +$39.2K 0.01% 348
2025
Q4 		– Sell
-750
Closed -$62.2K – 1792
2025
Q3 		$62.2K Hold
750
– – 0.02% 248
2025
Q2 		$62.1K Hold
750
– – 0.02% 248
2025
Q1 		$62K Sell
750
-164
-18% -$13.5K 0.02% 244
2024
Q4 		$74.9K Buy
+914
New +$75.1K 0.02% 222

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

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

Rialto Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 477 shares worth $39.2K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in SHY as recently as Q3 2025.

Rialto Wealth Management first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $74.9K in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Rialto Wealth Management held 477 shares of iShares 1-3 Year Treasury Bond ETF worth $39.2K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Rialto Wealth Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Rialto Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Rialto Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $74.9K in Q4 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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