Wernau Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wernau Asset Management’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	$345K	Buy	4,207 +115	+3%	+$9.46K	0.18%	37
2026 Q1	$338K	Buy	4,092 +102	+3%	+$8.44K	0.24%	37
2025 Q4	$330K	Buy	3,990 +72	+2%	+$5.97K	0.18%	38
2025 Q3	$325K	Hold	3,918	–	–	0.22%	39
2025 Q2	$325K	Sell	3,918 -218	-5%	-$18K	0.23%	39
2025 Q1	$342K	Sell	4,136 -259	-6%	-$21.3K	0.27%	38
2024 Q4	$360K	Buy	+4,395	New	+$361K	0.27%	37

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

Wernau Asset Management's SHY Position: Q2 2026 in Review

Wernau Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.8% in Q2 2026, buying an estimated $9.46K and bringing the position to 4,207 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #37.

Wernau Asset Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wernau Asset Management held 4,207 shares of iShares 1-3 Year Treasury Bond ETF worth $345K as of Q2 2026.
Wernau Asset Management bought 115 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.46K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Wernau Asset Management's portfolio in Q2 2026, its #37 holding.
Wernau Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wernau Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $360K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wernau Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.