WWM
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Western Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Western Wealth 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 		$4M Buy
48,768
+6,353
+15% +$522K 0.13% 157
2026
Q1 		$3.5M Buy
42,415
+34,793
+456% +$2.88M 0.13% 158
2025
Q4 		$631K Buy
+7,622
New +$632K 0.03% 460
2025
Q1 		– Sell
-28,956
Closed -$2.37M – 768
2024
Q4 		$2.37M Buy
28,956
+7,527
+35% +$619K 0.13% 168
2024
Q3 		$1.78M Buy
+21,429
New +$1.77M 0.1% 204
2024
Q1 		– Sell
-13,396
Closed -$1.1M – 714
2023
Q4 		$1.1M Sell
13,396
-1,966
-13% -$160K 0.08% 258
2023
Q3 		$1.24M Sell
15,362
-911
-6% -$73.8K 0.11% 207
2023
Q2 		$1.32M Sell
16,273
-2,025
-11% -$166K 0.11% 189
2023
Q1 		$1.5M Buy
18,298
+3,106
+20% +$253K 0.14% 168
2022
Q4 		$1.23M Sell
15,192
-4,301
-22% -$349K 0.13% 184
2022
Q3 		$1.58M Buy
19,493
+15,400
+376% +$1.27M 0.09% 221
2022
Q2 		$339K Buy
4,093
+92
+2% +$7.63K 0.02% 579
2022
Q1 		$333K Buy
+4,001
New +$338K 0.02% 641
2021
Q2 		$259K Buy
3,020
+157
+5% +$13.5K 0.03% 536
2021
Q1 		$247K Buy
2,863
+145
+5% +$12.5K 0.03% 453
2020
Q4 		$235K Sell
2,718
-1,524
-36% -$132K 0.03% 410
2020
Q3 		$367K Buy
4,242
+519
+14% +$44.9K 0.06% 292
2020
Q2 		$322K Sell
3,723
-33
-0.9% -$2.86K 0.06% 301
2020
Q1 		$325K Buy
3,756
+34
+0.9% +$2.9K 0.07% 253
2019
Q4 		$315K Sell
3,722
-4,722
-56% -$400K 0.05% 303
2019
Q3 		$717K Sell
8,444
-265
-3% -$22.5K 0.15% 158
2019
Q2 		$739K Buy
8,709
+1,621
+23% +$137K 0.1% 167
2019
Q1 		$596K Buy
+7,088
New +$593K 0.13% 181

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

Western Wealth Management's SHY Position: Q2 2026 in Review

Western Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, buying an estimated $522K and bringing the position to 48,768 shares worth $4M. The position accounts for 0.13% of the portfolio, ranked #157.

Western Wealth Management first reported a position in SHY in Q1 2019 and has held it in 23 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Western Wealth Management held 48,768 shares of iShares 1-3 Year Treasury Bond ETF worth $4M as of Q2 2026.
  • Western Wealth Management bought 6,353 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $522K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Western Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 23 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.