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

Tanglewood 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	–	Sell	-932,323	Closed	-$77M	–	46
2026 Q1	$77M	Buy	932,323 +924,949	+12,543%	+$76.6M	6.38%	5
2025 Q4	$611K	Buy	7,374 +2,519	+52%	+$209K	0.06%	28
2025 Q3	$403K	Hold	4,855	–	–	0.04%	33
2025 Q2	$402K	Hold	4,855	–	–	0.04%	32
2025 Q1	$402K	Buy	+4,855	New	+$399K	0.05%	32
2020 Q2	–	Sell	-677,090	Closed	-$58.7M	–	20
2020 Q1	$58.7M	Buy	+677,090	New	+$57.8M	11.38%	3
2019 Q2	–	Sell	-614,243	Closed	-$51.7M	–	15
2019 Q1	$51.7M	Sell	614,243 -31,677	-5%	-$2.65M	11.36%	3
2018 Q4	$54M	Sell	645,920 -2,145	-0.3%	-$178K	13.55%	3
2018 Q3	$53.8M	Buy	648,065 +16,217	+3%	+$1.35M	15.22%	3
2018 Q2	$52.7M	Buy	+631,848	New	+$52.6M	15.34%	3

Other funds holding SHY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Tanglewood Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 932,323 shares — an estimated $77M sold.

Tanglewood Wealth Management first reported a position in SHY in Q2 2018 and held it in 10 quarters. The position peaked at $77M in Q1 2026. 481 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tanglewood Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Tanglewood Wealth Management sold 932,323 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $77M.
Tanglewood Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 10 quarters.
Tanglewood Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $77M in Q1 2026.
481 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.