Back to AE Wealth Management LLC AE Wealth Management LLC

SHYSHY
Showing 8 of 30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES 1-3 YEAR TREASURY BO

AE Wealth Management LLC holds 9,801 shares of SHY (ISHARES 1-3 YEAR TREASURY BO), worth $804,711 as of 2026-Q2. The position was decreased (-85.3% shares). SHY represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$804,711

Current Shares

9,801

Total Value Change

-$3.3M

Total Shares Change

-40,036

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,801
-85.3%
$804,7110.0%$81.62
0
2026-Q1
Increased
66,504
+104.7%
$5.5M0.0%$81.35
44
2025-Q4
Decreased
32,486
-2.5%
$2.7M0.0%$81.13
0
2025-Q3
Decreased
33,327
-7.3%
$2.8M0.0%$80.27
0
2025-Q2
Increased
35,956
+1.6%
$3M0.0%$79.41
27
2025-Q1
Decreased
35,389
-9.4%
$2.9M0.0%$78.51
0
2024-Q4
Decreased
39,058
-21.6%
$3.2M0.0%$77.31
0
2024-Q3
Increased
49,837
+4.3%
$4.1M0.0%$77.37
28

Other major holders of SHY: BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used