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

Westwood 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	$6.79M	Buy	82,750 +43,700	+112%	+$3.59M	1.97%	14
2026 Q1	$3.22M	Buy	+39,050	New	+$3.23M	1.27%	16
2025 Q4	–	Sell	-25,750	Closed	-$2.14M	–	122
2025 Q3	$2.14M	Buy	25,750 +12,250	+91%	+$1.01M	0.78%	18
2025 Q2	$1.12M	Buy	+13,500	New	+$1.11M	0.38%	28

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

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

Westwood Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 112% in Q2 2026, buying an estimated $3.59M and bringing the position to 82,750 shares worth $6.79M. The position accounts for 1.97% of the portfolio, ranked #14.

Westwood Wealth Management first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Westwood Wealth Management held 82,750 shares of iShares 1-3 Year Treasury Bond ETF worth $6.79M as of Q2 2026.
Westwood Wealth Management bought 43,700 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.59M.
iShares 1-3 Year Treasury Bond ETF made up 1.97% of Westwood Wealth Management's portfolio in Q2 2026, its #14 holding.
Westwood Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.