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

Wealth Enhancement Trust 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 		$1.51M Buy
18,404
+5,618
+44% +$462K 0.17% 118
2026
Q1 		$1.06M Buy
12,786
+10,555
+473% +$874K 0.13% 138
2025
Q4 		$185K Buy
+2,231
New +$185K 0.02% 266

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 44% in Q2 2026, buying an estimated $462K and bringing the position to 18,404 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #118.

Wealth Enhancement Trust Services first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 981 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Wealth Enhancement Trust Services held 18,404 shares of iShares 1-3 Year Treasury Bond ETF worth $1.51M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 5,618 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $462K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #118 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 981 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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