SWM
SHY icon

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

Spire 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 		$8.54M Buy
103,964
+7,619
+8% +$626K 0.26% 89
2026
Q1 		$7.96M Buy
96,345
+1,499
+2% +$124K 0.27% 77
2025
Q4 		$7.86M Buy
94,846
+60,665
+177% +$5.03M 0.26% 77
2025
Q3 		$2.84M Sell
34,181
-23,834
-41% -$1.97M 0.1% 179
2025
Q2 		$4.81M Sell
58,015
-5,964
-9% -$492K 0.17% 114
2025
Q1 		$5.29M Buy
63,979
+827
+1% +$68K 0.17% 116
2024
Q4 		$5.18M Sell
63,152
-997
-2% -$82K 0.16% 124
2024
Q3 		$5.33M Buy
64,149
+14,602
+29% +$1.2M 0.18% 113
2024
Q2 		$4.05M Buy
49,547
+14,323
+41% +$1.17M 0.14% 149
2024
Q1 		$2.88M Sell
35,224
-26,247
-43% -$2.15M 0.05% 204
2023
Q4 		$5.04M Sell
61,471
-3,432
-5% -$279K 0.17% 141
2023
Q3 		$5.26M Buy
64,903
+4,265
+7% +$345K 0.2% 96
2023
Q2 		$4.92M Sell
60,638
-14,347
-19% -$1.17M 0.18% 105
2023
Q1 		$6.16M Buy
74,985
+7,572
+11% +$617K 0.24% 93
2022
Q4 		$5.47M Buy
67,413
+6
+0% +$487 0.31% 77
2022
Q3 		$5.47M Sell
67,407
-21,371
-24% -$1.76M 0.33% 73
2022
Q2 		$7.35M Buy
88,778
+1,625
+2% +$135K 0.3% 86
2022
Q1 		$7.26M Buy
87,153
+1,216
+1% +$103K 0.19% 126
2021
Q4 		$7.35M Sell
85,937
-9,772
-10% -$838K 0.16% 144
2021
Q3 		$8.22M Buy
95,709
+14,368
+18% +$1.24M 0.22% 119
2021
Q2 		$6.98M Buy
81,341
+6,780
+9% +$585K 0.19% 134
2021
Q1 		$6.43M Buy
+74,561
New +$6.44M 0.17% 137

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

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

Spire Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.9% in Q2 2026, buying an estimated $626K and bringing the position to 103,964 shares worth $8.54M. The position accounts for 0.26% of the portfolio, ranked #89.

Spire Wealth Management first reported a position in SHY in Q1 2021 and has held it in 22 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Spire Wealth Management held 103,964 shares of iShares 1-3 Year Treasury Bond ETF worth $8.54M as of Q2 2026.
  • Spire Wealth Management bought 7,619 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $626K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.26% of Spire Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Spire Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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