Wallace Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wallace Advisory Group’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	$296K	Buy	+3,599	New	+$296K	0.28%	94
2024 Q1	–	Sell	-7,077	Closed	-$573K	–	189
2023 Q4	$573K	Buy	+7,077	New	+$575K	0.45%	46
2023 Q3	–	Sell	-6,422	Closed	-$528K	–	187
2023 Q2	$528K	Hold	6,422	–	–	0.4%	65
2023 Q1	$528K	Buy	+6,422	New	+$523K	0.4%	65

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wallace Advisory Group's SHY Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,599 shares worth $296K. The stake represents 0.28% of the portfolio and ranks #94 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in SHY as recently as Q4 2023.

Wallace Advisory Group first reported a position in SHY in Q1 2023 and has held it in 4 quarters since. The position peaked at $573K in Q4 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wallace Advisory Group held 3,599 shares of iShares 1-3 Year Treasury Bond ETF worth $296K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Wallace Advisory Group position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.28% of Wallace Advisory Group's portfolio in Q2 2026, its #94 holding.
Wallace Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 4 quarters since.
Wallace Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $573K in Q4 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.