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

Stapp 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	$1.1M	Hold	13,377	–	–	1.44%	21
2026 Q1	$1.1M	Buy	13,377 +75	+0.6%	+$6.21K	1.41%	21
2025 Q4	$1.1M	Buy	13,302 +9,027	+211%	+$748K	1.42%	20
2025 Q3	$355K	Hold	4,275	–	–	0.48%	24
2025 Q2	$354K	Hold	4,275	–	–	0.51%	22
2025 Q1	$354K	Hold	4,275	–	–	0.54%	20
2024 Q4	$350K	Hold	4,275	–	–	0.55%	16
2024 Q3	$355K	Hold	4,275	–	–	0.57%	16
2024 Q2	$349K	Hold	4,275	–	–	0.61%	16
2024 Q1	$350K	Hold	4,275	–	–	0.61%	16
2023 Q4	$351K	Hold	4,275	–	–	0.59%	20
2023 Q3	$346K	Hold	4,275	–	–	0.67%	20
2023 Q2	$347K	Hold	4,275	–	–	0.69%	19
2023 Q1	$351K	Buy	+4,275	New	+$348K	0.48%	18

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Stapp Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 13,377 shares worth $1.1M. The position accounts for 1.44% of the portfolio, ranked #21.

Stapp Wealth Management first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2026. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Stapp Wealth Management held 13,377 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
Stapp Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 1.44% of Stapp Wealth Management's portfolio in Q2 2026, its #21 holding.
Stapp Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Stapp Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q1 2026.
581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.