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 Q1	$618K	Sell	7,490 -3,500	-32%	-$290K	0.29%	48
2025 Q4	$910K	Sell	10,990 -646	-6%	-$53.5K	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WJ Wealth Management's SHY Position: Q1 2026 in Review

WJ Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q1 2026, selling an estimated $290K and leaving 7,490 shares worth $618K. The position accounts for 0.29% of the portfolio, ranked #48.

WJ Wealth Management first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.7M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

WJ Wealth Management held 7,490 shares of iShares 1-3 Year Treasury Bond ETF worth $618K as of Q1 2026.
WJ Wealth Management sold 3,500 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $290K.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of WJ Wealth Management's portfolio in Q1 2026, its #48 holding.
WJ Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
WJ Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $18.7M in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.