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

Wealth Effects’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 		$334K Buy
4,067
+370
+10% +$30.4K 0.09% 178
2026
Q1 		$305K Buy
3,697
+9
+0.2% +$745 0.11% 154
2025
Q4 		$305K Hold
3,688
– – 0.1% 151
2025
Q3 		$306K Buy
3,688
+241
+7% +$19.9K 0.1% 154
2025
Q2 		$286K Buy
3,447
+137
+4% +$11.3K 0.11% 159
2025
Q1 		$274K Hold
3,310
– – 0.12% 150
2024
Q4 		$271K Buy
+3,310
New +$272K 0.1% 173

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

Wealth Effects's SHY Position: Q2 2026 in Review

Wealth Effects increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,067 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #178.

Wealth Effects first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Wealth Effects held 4,067 shares of iShares 1-3 Year Treasury Bond ETF worth $334K as of Q2 2026.
  • Wealth Effects bought 370 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #178 holding.
  • Wealth Effects first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.