Wealth Enhancement Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealth Enhancement Advisory Services’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	$33.1M	Buy	459,741 +18,070	+4%	+$1.49M	0.06%	297
2026 Q1	$31.9M	Sell	441,671 -125,855	-22%	-$10.4M	0.07%	275
2025 Q4	$47M	Buy	567,526 +156,721	+38%	+$13M	0.06%	270
2025 Q3	$34M	Sell	410,805 -14,925	-4%	-$1.23M	0.05%	312
2025 Q2	$35.1M	Sell	425,730 -4,108	-1%	-$339K	0.06%	290
2025 Q1	$35.6M	Sell	429,838 -92,266	-18%	-$7.59M	0.07%	265
2024 Q4	$42.8M	Buy	522,104 +155,325	+42%	+$12.8M	0.08%	228
2024 Q3	$30.5M	Buy	366,779 +1,114	+0.3%	+$91.9K	0.07%	281
2024 Q2	$29.9M	Buy	365,665 +303,284	+486%	+$24.7M	0.07%	261
2024 Q1	$5.1M	Sell	62,381 -49,681	-44%	-$4.07M	0.01%	654
2023 Q4	$9.19M	Sell	112,062 -1,641	-1%	-$133K	0.03%	453
2023 Q3	$9.21M	Buy	+113,703	New	+$9.21M	0.03%	432
2022 Q2	–	Sell	-9,764	Closed	-$812K	–	367
2022 Q1	$812K	Buy	+9,764	New	+$825K	0.01%	253
2021 Q3	–	Sell	-68,374	Closed	-$5.89M	–	332
2021 Q2	$5.89M	Buy	68,374 +3,454	+5%	+$298K	0.1%	93
2021 Q1	$5.6M	Buy	64,920 +11,249	+21%	+$971K	0.1%	91
2020 Q4	$4.63M	Buy	53,671 +8,045	+18%	+$695K	0.1%	79
2020 Q3	$3.94M	Buy	45,626 +4,757	+12%	+$412K	0.1%	71
2020 Q2	$3.54M	Buy	40,869 +5,864	+17%	+$508K	0.1%	76
2020 Q1	$3.03M	Buy	35,005 +16,451	+89%	+$1.41M	0.11%	82
2019 Q4	$1.57M	Buy	18,554 +5,273	+40%	+$447K	0.06%	133
2019 Q3	$1.13M	Buy	13,281 +3,462	+35%	+$293K	0.05%	145
2019 Q2	$830K	Buy	9,819 +4,931	+101%	+$415K	0.04%	170
2019 Q1	$410K	Buy	+4,888	New	+$409K	0.02%	167

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

Wealth Enhancement Advisory Services's SHY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q2 2026, buying an estimated $1.49M and bringing the position to 459,741 shares worth $33.1M. The position accounts for 0.06% of the portfolio, ranked #297.

Wealth Enhancement Advisory Services first reported a position in SHY in Q1 2019 and has held it in 23 quarters since. The position peaked at $47M in Q4 2025. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wealth Enhancement Advisory Services held 459,741 shares of iShares 1-3 Year Treasury Bond ETF worth $33.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 18,070 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.49M.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #297 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $47M in Q4 2025.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.