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

Shira Ridge 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 		$10.2M Buy
124,436
+23,989
+24% +$1.97M 3.56% 11
2026
Q1 		$8.29M Buy
100,447
+50,876
+103% +$4.21M 3.28% 11
2025
Q4 		$4.11M Buy
49,571
+7,634
+18% +$633K 1.65% 15
2025
Q3 		$3.48M Sell
41,937
-1,993
-5% -$165K 1.48% 19
2025
Q2 		$3.64M Sell
43,930
-1,859
-4% -$153K 1.66% 18
2025
Q1 		$3.79M Sell
45,789
-1,081
-2% -$88.9K 1.89% 17
2024
Q4 		$3.84M Buy
46,870
+26,155
+126% +$2.15M 1.88% 16
2024
Q3 		$1.72M Buy
20,715
+9,661
+87% +$797K 0.88% 24
2024
Q2 		$903K Sell
11,054
-2,541
-19% -$207K 0.5% 32
2024
Q1 		$1.11M Sell
13,595
-2,813
-17% -$230K 0.64% 27
2023
Q4 		$1.35M Sell
16,408
-7,053
-30% -$573K 0.81% 25
2023
Q3 		$1.9M Sell
23,461
-11,847
-34% -$959K 1.25% 22
2023
Q2 		$2.86M Sell
35,308
-4,720
-12% -$386K 1.79% 17
2023
Q1 		$3.29M Sell
40,028
-12,974
-24% -$1.06M 2.17% 16
2022
Q4 		$4.3M Buy
+53,002
New +$4.3M 2.96% 12

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

Shira Ridge Wealth Management's SHY Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, buying an estimated $1.97M and bringing the position to 124,436 shares worth $10.2M. The position accounts for 3.56% of the portfolio, ranked #11.

Shira Ridge Wealth Management first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Shira Ridge Wealth Management held 124,436 shares of iShares 1-3 Year Treasury Bond ETF worth $10.2M as of Q2 2026.
  • Shira Ridge Wealth Management bought 23,989 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.97M.
  • iShares 1-3 Year Treasury Bond ETF made up 3.56% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Shira Ridge Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.