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

Secure 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	$466K	Buy	5,675 +1,254	+28%	+$103K	0.07%	197
2026 Q1	$365K	Sell	4,421 -7	-0.2%	-$579	0.06%	220
2025 Q4	$367K	Buy	4,428 +2	+0%	+$166	0.06%	243
2025 Q3	$366K	Buy	4,426 +25	+0.6%	+$2.07K	0.06%	223
2025 Q2	$365K	Sell	4,401 -101	-2%	-$8.34K	0.07%	229
2025 Q1	$372K	Sell	4,502 -2,680	-37%	-$220K	0.07%	213
2024 Q4	$589K	Sell	7,182 -195	-3%	-$16K	0.09%	173
2024 Q3	$613K	Sell	7,377 -151	-2%	-$12.5K	0.1%	163
2024 Q2	$615K	Buy	7,528 +148	+2%	+$12K	0.12%	151
2024 Q1	$604K	Hold	7,380	–	–	0.14%	122
2023 Q4	$605K	Buy	7,380 +9	+0.1%	+$732	0.16%	114
2023 Q3	$597K	Buy	7,371 +1,715	+30%	+$139K	0.18%	112
2023 Q2	$459K	Sell	5,656 -54	-0.9%	-$4.42K	0.14%	118
2023 Q1	$469K	Buy	+5,710	New	+$465K	0.16%	118
2020 Q3	–	Sell	-7,618	Closed	-$660K	–	167
2020 Q2	$660K	Sell	7,618 -584	-7%	-$50.6K	0.47%	58
2020 Q1	$711K	Buy	+8,202	New	+$701K	0.77%	34

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

Secure Asset Management's SHY Position: Q2 2026 in Review

Secure Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 28% in Q2 2026, buying an estimated $103K and bringing the position to 5,675 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #197.

Secure Asset Management first reported a position in SHY in Q1 2020 and has held it in 16 quarters since. The position peaked at $711K in Q1 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Secure Asset Management held 5,675 shares of iShares 1-3 Year Treasury Bond ETF worth $466K as of Q2 2026.
Secure Asset Management bought 1,254 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $103K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #197 holding.
Secure Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
Secure Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $711K in Q1 2020.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.