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SHYSHY
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES 1-3 YEAR TREASURY BO

AXXCESS WEALTH MANAGEMENT, LLC holds 300,808 shares of SHY (ISHARES 1-3 YEAR TREASURY BO), worth $24.7M as of 2026-Q2. The position was increased (+418.9% shares). SHY represents 0.4% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$24.7M

Current Shares

300,808

Total Value Change

+$21M

Total Shares Change

+256,413

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
300,808
+418.9%
$24.7M0.4%$81.62
55
2026-Q1
Increased
57,968
+3.2%
$4.8M0.2%$81.35
33
2025-Q4
Decreased
56,182
-30.7%
$4.7M0.1%$81.13
0
2025-Q3
Increased
81,115
+8.4%
$6.7M0.1%$80.27
35
2025-Q2
Increased
74,817
+83.9%
$6.2M0.1%$79.41
50
2025-Q1
Increased
40,684
+0.0%
$3.4M0.1%$78.51
26
2024-Q4
Decreased
40,675
-8.4%
$3.3M0.1%$77.31
0
2024-Q3
Decreased
44,395
-31.1%
$3.7M0.1%$77.37
0

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

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