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 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%	-$53.5K	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 $1.89T 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

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

WJ Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 7,490 shares worth $615K. The position accounts for 0.24% of the portfolio, ranked #56.

WJ Wealth Management first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.7M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

WJ Wealth Management held 7,490 shares of iShares 1-3 Year Treasury Bond ETF worth $615K as of Q2 2026.
WJ Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of WJ Wealth Management's portfolio in Q2 2026, its #56 holding.
WJ Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
WJ Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $18.7M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.