Yarger Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Yarger Wealth Strategies’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	$346K	Hold	4,223	–	–	0.12%	100
2026 Q1	$349K	Hold	4,223	–	–	0.14%	93
2025 Q4	$350K	Hold	4,223	–	–	0.15%	88
2025 Q3	$350K	Hold	4,223	–	–	0.16%	88
2025 Q2	$350K	Hold	4,223	–	–	0.18%	80
2025 Q1	$349K	Sell	4,223 -2,180	-34%	-$179K	0.2%	67
2024 Q4	$525K	Hold	6,403	–	–	0.3%	50
2024 Q3	$532K	Buy	6,403 +42	+0.7%	+$3.46K	0.29%	50
2024 Q2	$519K	Buy	6,361 +62	+1%	+$5.04K	0.31%	47
2024 Q1	$515K	Buy	6,299 +37	+0.6%	+$3.03K	0.35%	47
2023 Q4	$514K	Buy	6,262 +72	+1%	+$5.85K	0.41%	40
2023 Q3	$501K	Buy	6,190 +48	+0.8%	+$3.89K	0.43%	37
2023 Q2	$498K	Buy	+6,142	New	+$502K	0.45%	41

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

Yarger Wealth Strategies's SHY Position: Q2 2026 in Review

Yarger Wealth Strategies held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4,223 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #100.

Yarger Wealth Strategies first reported a position in SHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $532K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Yarger Wealth Strategies held 4,223 shares of iShares 1-3 Year Treasury Bond ETF worth $346K as of Q2 2026.
Yarger Wealth Strategies left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Yarger Wealth Strategies's portfolio in Q2 2026, its #100 holding.
Yarger Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Yarger Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $532K in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.