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

Whalen 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	$2.19M	Buy	26,714 +22,873	+595%	+$1.88M	0.99%	25
2026 Q1	$317K	Sell	3,841 -850	-18%	-$70.4K	0.17%	148
2025 Q4	$389K	Sell	4,691 -11	-0.2%	-$912	0.21%	139
2025 Q3	$390K	Buy	4,702 +242	+5%	+$20K	0.23%	110
2025 Q2	$370K	Buy	+4,460	New	+$368K	0.23%	124
2025 Q1	–	Sell	-4,641	Closed	-$380K	–	167
2024 Q4	$380K	Sell	4,641 -345,857	-99%	-$28.4M	0.26%	83
2024 Q3	$29.1M	Buy	350,498 +11,596	+3%	+$957K	20.61%	1
2024 Q2	$27.7M	Buy	+338,902	New	+$27.6M	21.93%	1

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

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

Whalen Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 595% in Q2 2026, buying an estimated $1.88M and bringing the position to 26,714 shares worth $2.19M. The position accounts for 0.99% of the portfolio, ranked #25.

Whalen Wealth Management first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.1M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Whalen Wealth Management held 26,714 shares of iShares 1-3 Year Treasury Bond ETF worth $2.19M as of Q2 2026.
Whalen Wealth Management bought 22,873 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.88M.
iShares 1-3 Year Treasury Bond ETF made up 0.99% of Whalen Wealth Management's portfolio in Q2 2026, its #25 holding.
Whalen Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Whalen Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.1M in Q3 2024.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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