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Schwarz Dygos Wheeler Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$216K Sell
2,633
-609
-19% -$50.1K 0.04% 165
2026
Q1 		$268K Buy
3,242
+123
+4% +$10.2K 0.06% 143
2025
Q4 		$258K Sell
3,119
-338
-10% -$28K 0.05% 143
2025
Q3 		$287K Sell
3,457
-244
-7% -$20.2K 0.06% 135
2025
Q2 		$307K Buy
3,701
+169
+5% +$14K 0.07% 132
2025
Q1 		$292K Sell
3,532
-464
-12% -$38.2K 0.07% 135
2024
Q4 		$328K Buy
3,996
+358
+10% +$29.4K 0.08% 123
2024
Q3 		$303K Sell
3,638
-611
-14% -$50.4K 0.08% 123
2024
Q2 		$347K Sell
4,249
-324
-7% -$26.4K 0.09% 109
2024
Q1 		$374K Sell
4,573
-918
-17% -$75.1K 0.1% 109
2023
Q4 		$451K Sell
5,491
-804
-13% -$65.4K 0.14% 97
2023
Q3 		$510K Buy
6,295
+1,107
+21% +$89.6K 0.17% 86
2023
Q2 		$421K Sell
5,188
-474
-8% -$38.8K 0.14% 94
2023
Q1 		$465K Buy
5,662
+3,132
+124% +$255K 0.17% 84
2022
Q4 		$205K Buy
+2,530
New +$205K 0.08% 125

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SHY Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, selling an estimated $50.1K and leaving 2,633 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #165.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $510K in Q3 2023. 864 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 2,633 shares of iShares 1-3 Year Treasury Bond ETF worth $216K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 609 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $510K in Q3 2023.
  • 864 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.