WNY Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WNY Asset 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	$404K	Buy	4,923 +942	+24%	+$77.5K	0.04%	186
2026 Q1	$329K	Buy	+3,981	New	+$330K	0.03%	193
2025 Q3	$443K	Sell	5,345 -674	-11%	-$55.7K	0.04%	153
2025 Q2	$499K	Buy	6,019 +229	+4%	+$18.9K	0.06%	140
2025 Q1	$479K	Buy	5,790 +1,410	+32%	+$116K	0.06%	145
2024 Q4	$359K	Sell	4,380 -3,073	-41%	-$253K	0.04%	152
2024 Q3	$620K	Buy	7,453 +2,306	+45%	+$190K	0.07%	128
2024 Q2	$420K	Buy	5,147 +114	+2%	+$9.28K	0.06%	158
2024 Q1	$412K	Sell	5,033 -86	-2%	-$7.04K	0.06%	162
2023 Q4	$420K	Buy	+5,119	New	+$416K	0.07%	156

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

WNY Asset Management's SHY Position: Q2 2026 in Review

WNY Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, buying an estimated $77.5K and bringing the position to 4,923 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #186.

WNY Asset Management first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

WNY Asset Management held 4,923 shares of iShares 1-3 Year Treasury Bond ETF worth $404K as of Q2 2026.
WNY Asset Management bought 942 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of WNY Asset Management's portfolio in Q2 2026, its #186 holding.
WNY Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
WNY Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $620K in Q3 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.