BFG
SHY icon

Berger Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Berger Financial Group’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 		$735K Sell
8,951
-67
-0.7% -$5.51K 0.04% 248
2026
Q1 		$745K Sell
9,018
-88
-1% -$7.29K 0.04% 240
2025
Q4 		$754K Buy
9,106
+982
+12% +$81.4K 0.04% 240
2025
Q3 		$674K Buy
8,124
+2,406
+42% +$199K 0.04% 251
2025
Q2 		$474K Sell
5,718
-620
-10% -$51.2K 0.03% 273
2025
Q1 		$524K Sell
6,338
-862
-12% -$70.9K 0.04% 253
2024
Q4 		$590K Buy
7,200
+881
+14% +$72.4K 0.04% 236
2024
Q3 		$525K Sell
6,319
-31
-0.5% -$2.56K 0.04% 230
2024
Q2 		$518K Sell
6,350
-521
-8% -$42.4K 0.04% 205
2024
Q1 		$562K Sell
6,871
-80
-1% -$6.55K 0.05% 193
2023
Q4 		$570K Buy
6,951
+15
+0.2% +$1.22K 0.06% 158
2023
Q3 		$562K Buy
6,936
+1,059
+18% +$85.8K 0.06% 147
2023
Q2 		$477K Buy
+5,877
New +$481K 0.05% 162

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berger Financial Group's SHY Position: Q2 2026 in Review

Berger Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.74% in Q2 2026, selling an estimated $5.51K and leaving 8,951 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #248.

Berger Financial Group first reported a position in SHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $754K in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Berger Financial Group held 8,951 shares of iShares 1-3 Year Treasury Bond ETF worth $735K as of Q2 2026.
  • Berger Financial Group sold 67 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.51K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #248 holding.
  • Berger Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Berger Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $754K in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.