Wealthfront Advisers
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Wealthfront Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthfront Advisers’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 		$74.8M Sell
910,823
-103,955
-10% -$8.55M 0.14% 62
2026
Q1 		$83.8M Buy
1,014,778
+267,633
+36% +$22.2M 0.18% 55
2025
Q4 		$61.9M Sell
747,145
-58,573
-7% -$4.86M 0.14% 62
2025
Q3 		$66.8M Sell
805,718
-72,926
-8% -$6.03M 0.16% 55
2025
Q2 		$72.8M Sell
878,644
-241,422
-22% -$19.9M 0.19% 53
2025
Q1 		$92.7M Sell
1,120,066
-117,999
-10% -$9.7M 0.25% 40
2024
Q4 		$101M Sell
1,238,065
-305,888
-20% -$25.1M 0.3% 38
2024
Q3 		$128M Sell
1,543,953
-1,294
-0.1% -$107K 0.39% 27
2024
Q2 		$126M Buy
1,545,247
+101,302
+7% +$8.24M 0.42% 27
2024
Q1 		$118M Buy
1,443,945
+147,446
+11% +$12.1M 0.41% 28
2023
Q4 		$106M Buy
1,296,499
+869,171
+203% +$70.7M 0.41% 28
2023
Q3 		$34.6M Sell
427,328
-581,759
-58% -$47.1M 0.15% 50
2023
Q2 		$81.8M Buy
1,009,087
+991,800
+5,737% +$81.1M 0.35% 28
2023
Q1 		$1.42M Buy
17,287
+14,431
+505% +$1.18M 0.01% 469
2022
Q4 		$232K Buy
+2,856
New +$232K ﹤0.01% 752

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

Wealthfront Advisers's SHY Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, selling an estimated $8.55M and leaving 910,823 shares worth $74.8M. The position accounts for 0.14% of the portfolio, ranked #62.

Wealthfront Advisers first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $128M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Wealthfront Advisers held 910,823 shares of iShares 1-3 Year Treasury Bond ETF worth $74.8M as of Q2 2026.
  • Wealthfront Advisers sold 103,955 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.55M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Wealthfront Advisers's portfolio in Q2 2026, its #62 holding.
  • Wealthfront Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthfront Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $128M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.