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

Wealthquest’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	$278K	Buy	3,387 +333	+11%	+$27.4K	0.02%	143
2026 Q1	$252K	Hold	3,054	–	–	0.02%	129
2025 Q4	$253K	Buy	+3,054	New	+$253K	0.02%	121
2025 Q3	–	Sell	-2,904	Closed	-$241K	–	111
2025 Q2	$241K	Buy	2,904 +67	+2%	+$5.53K	0.02%	123
2025 Q1	$235K	Buy	+2,837	New	+$233K	0.02%	114
2023 Q2	–	Sell	-14,488	Closed	-$1.19M	–	126
2023 Q1	$1.19M	Sell	14,488 -610	-4%	-$49.7K	0.15%	45
2022 Q4	$1.23M	Buy	+15,098	New	+$1.22M	0.16%	46
2022 Q2	–	Sell	-293,377	Closed	-$25.1M	–	140
2022 Q1	$25.1M	Hold	293,377	–	–	3.85%	7
2021 Q4	$25.1M	Buy	293,377 +18,522	+7%	+$1.59M	3.85%	7
2021 Q3	$23.7M	Buy	274,855 +28,650	+12%	+$2.47M	3.99%	7
2021 Q2	$21.2M	Buy	246,205 +33,878	+16%	+$2.92M	3.63%	8
2021 Q1	$18.3M	Buy	212,327 +23,665	+13%	+$2.04M	3.42%	10
2020 Q4	$16.3M	Buy	188,662 +12,801	+7%	+$1.11M	3.49%	9
2020 Q3	$15.2M	Buy	175,861 +2,496	+1%	+$216K	3.77%	8
2020 Q2	$15M	Buy	+173,365	New	+$15M	3.82%	8

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealthquest's SHY Position: Q2 2026 in Review

Wealthquest increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 3,387 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #143.

Wealthquest first reported a position in SHY in Q2 2020 and has held it in 15 quarters since. The position peaked at $25.1M in Q1 2022. 434 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wealthquest held 3,387 shares of iShares 1-3 Year Treasury Bond ETF worth $278K as of Q2 2026.
Wealthquest bought 333 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #143 holding.
Wealthquest first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
Wealthquest's iShares 1-3 Year Treasury Bond ETF position peaked at $25.1M in Q1 2022.
434 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.