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

WJ 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
Q3 		$517K Sell
6,365
-1,125
-15% -$92K 0.21% 62
2026
Q2 		$615K Hold
7,490
– – 0.24% 56
2026
Q1 		$618K Sell
7,490
-3,500
-32% -$290K 0.29% 48
2025
Q4 		$910K Sell
10,990
-646
-6% -$53.6K 0.4% 37
2025
Q3 		$966K Sell
11,636
-213,573
-95% -$17.7M 0.42% 35
2025
Q2 		$18.7M Buy
225,209
+213,181
+1,772% +$17.6M 5.89% 3
2025
Q1 		$995K Hold
12,028
– – 0.35% 41
2024
Q4 		$986K Hold
12,028
– – 0.34% 42
2024
Q3 		$1M Sell
12,028
-67,686
-85% -$5.58M 0.35% 38
2024
Q2 		$6.51M Sell
79,714
-24,733
-24% -$2.01M 2.37% 13
2024
Q1 		$8.54M Sell
104,447
-21,066
-17% -$1.72M 3.4% 12
2023
Q4 		$10.3M Sell
125,513
-9,502
-7% -$772K 4.48% 8
2023
Q3 		$10.9M Sell
135,015
-43,913
-25% -$3.56M 5.31% 7
2023
Q2 		$14.5M Buy
178,928
+34,222
+24% +$2.8M 6.86% 4
2023
Q1 		$11.9M Buy
144,706
+141,906
+5,068% +$11.6M 8.04% 2
2022
Q4 		$227K Buy
+2,800
New +$227K 0.13% 53

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WJ Wealth Management's SHY Position: Q3 2026 in Review

WJ Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q3 2026, selling an estimated $92K and leaving 6,365 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #62.

WJ Wealth Management first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.7M in Q2 2025. 797 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • WJ Wealth Management held 6,365 shares of iShares 1-3 Year Treasury Bond ETF worth $517K as of Q3 2026.
  • WJ Wealth Management sold 1,125 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $92K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.21% of WJ Wealth Management's portfolio in Q3 2026, its #62 holding.
  • WJ Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • WJ Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $18.7M in Q2 2025.
  • 797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.