Walser Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
Walser Wealth Management's SHY Position: Q2 2026 in Review
Walser Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 136% in Q2 2026, buying an estimated $371K and bringing the position to 7,843 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #91.
Walser Wealth Management first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Walser Wealth Management held 7,843 shares of iShares 1-3 Year Treasury Bond ETF worth $644K as of Q2 2026.
- Walser Wealth Management bought 4,518 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $371K.
- iShares 1-3 Year Treasury Bond ETF made up 0.27% of Walser Wealth Management's portfolio in Q2 2026, its #91 holding.
- Walser Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.