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

TriaGen 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 		$1.77M Sell
21,592
-129
-0.6% -$10.6K 0.44% 60
2026
Q1 		$1.79M Buy
21,721
+85
+0.4% +$7.04K 0.49% 48
2025
Q4 		$1.79M Buy
21,636
+20
+0.1% +$1.66K 0.46% 53
2025
Q3 		$1.79M Buy
21,616
+1,070
+5% +$88.5K 0.47% 67
2025
Q2 		$1.7M Buy
20,546
+1,251
+6% +$103K 0.52% 59
2025
Q1 		$1.6M Buy
19,295
+1,819
+10% +$150K 0.56% 51
2024
Q4 		$1.43M Buy
17,476
+551
+3% +$45.3K 0.48% 56
2024
Q3 		$1.41M Buy
16,925
+216
+1% +$17.8K 0.47% 57
2024
Q2 		$1.36M Buy
16,709
+878
+6% +$71.4K 0.53% 54
2024
Q1 		$1.29M Sell
15,831
-9,374
-37% -$767K 0.54% 54
2023
Q4 		$2.07M Sell
25,205
-2,497
-9% -$203K 0.99% 32
2023
Q3 		$2.24M Buy
27,702
+1,752
+7% +$142K 1.14% 22
2023
Q2 		$2.1M Buy
25,950
+427
+2% +$34.9K 0.96% 23
2023
Q1 		$2.1M Buy
25,523
+4,062
+19% +$331K 1.05% 24
2022
Q4 		$1.74M Buy
21,461
+484
+2% +$39.3K 0.97% 28
2022
Q3 		$1.7M Buy
20,977
+17,305
+471% +$1.42M 0.94% 30
2022
Q2 		$304K Buy
3,672
+85
+2% +$7.05K 0.22% 110
2022
Q1 		$299K Buy
3,587
+933
+35% +$78.8K 0.16% 139
2021
Q4 		$227K Buy
2,654
+4
+0.2% +$343 0.11% 166
2021
Q3 		$228K Buy
2,650
+27
+1% +$2.33K 0.12% 166
2021
Q2 		$226K Buy
+2,623
New +$226K 0.12% 165

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

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

TriaGen Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.59% in Q2 2026, selling an estimated $10.6K and leaving 21,592 shares worth $1.77M. The position accounts for 0.44% of the portfolio, ranked #60.

TriaGen Wealth Management first reported a position in SHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.24M in Q3 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • TriaGen Wealth Management held 21,592 shares of iShares 1-3 Year Treasury Bond ETF worth $1.77M as of Q2 2026.
  • TriaGen Wealth Management sold 129 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.44% of TriaGen Wealth Management's portfolio in Q2 2026, its #60 holding.
  • TriaGen Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • TriaGen Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.24M in Q3 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.