Wolff Wiese Magana’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wolff Wiese Magana’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	$7.51K	Hold	92	–	–	﹤0.01%	553
2026 Q1	$7.56K	Hold	92	–	–	﹤0.01%	519
2025 Q4	$7.58K	Hold	92	–	–	﹤0.01%	494
2025 Q3	$7.59K	Hold	92	–	–	﹤0.01%	509
2025 Q2	$7.58K	Hold	92	–	–	﹤0.01%	472
2025 Q1	$7.57K	Hold	92	–	–	0.01%	463
2024 Q4	$7.5K	Hold	92	–	–	0.01%	471
2024 Q3	$7.61K	Hold	92	–	–	0.01%	501
2024 Q2	$7.47K	Hold	92	–	–	0.01%	366
2024 Q1	$7.48K	Hold	92	–	–	0.01%	334
2023 Q4	$7.51K	Sell	92 -495	-84%	-$40.2K	0.01%	322
2023 Q3	$47.5K	Hold	587	–	–	0.04%	186
2023 Q2	$47.6K	Hold	587	–	–	0.04%	196
2023 Q1	$48.2K	Hold	587	–	–	0.04%	190
2022 Q4	$47.6K	Hold	587	–	–	0.04%	186
2022 Q3	$48K	Hold	587	–	–	0.04%	239
2022 Q2	$49K	Hold	587	–	–	0.04%	258
2022 Q1	$49K	Hold	587	–	–	0.03%	276
2021 Q4	$50K	Hold	587	–	–	0.03%	280
2021 Q3	$51K	Hold	587	–	–	0.04%	275
2021 Q2	$51K	Hold	587	–	–	0.04%	278
2021 Q1	$51K	Hold	587	–	–	0.04%	272
2020 Q4	$51K	Buy	+587	New	+$50.7K	0.04%	263

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wolff Wiese Magana's SHY Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 92 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Wolff Wiese Magana first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $51K in Q3 2021. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wolff Wiese Magana held 92 shares of iShares 1-3 Year Treasury Bond ETF worth $7.51K as of Q2 2026.
Wolff Wiese Magana left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #553 holding.
Wolff Wiese Magana first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares 1-3 Year Treasury Bond ETF position peaked at $51K in Q3 2021.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.