Christensen King & Associates Investment Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Christensen King & Associates Investment Services’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	$2.39M	Hold	29,080	–	–	0.95%	23
2026 Q1	$2.4M	Buy	29,080 +153	+0.5%	+$12.7K	1.03%	23
2025 Q4	$2.4M	Sell	28,927 -19	-0.1%	-$1.57K	1.02%	24
2025 Q3	$2.4M	Buy	28,946 +160	+0.6%	+$13.2K	1.03%	24
2025 Q2	$2.39M	Buy	28,786 +705	+3%	+$58.2K	1.09%	22
2025 Q1	$2.32M	Buy	28,081 +2,516	+10%	+$207K	1.1%	22
2024 Q4	$2.09M	Buy	25,565 +3,820	+18%	+$314K	0.98%	24
2024 Q3	$1.81M	Buy	21,745 +8	+0%	+$660	0.85%	23
2024 Q2	$1.77M	Sell	21,737 -286	-1%	-$23.3K	0.88%	24
2024 Q1	$1.8M	Sell	22,023 -2,372	-10%	-$194K	0.9%	23
2023 Q4	$2M	Buy	+24,395	New	+$1.98M	1.07%	21

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Christensen King & Associates Investment Services's SHY Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 29,080 shares worth $2.39M. The position accounts for 0.95% of the portfolio, ranked #23.

Christensen King & Associates Investment Services first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2025. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Christensen King & Associates Investment Services held 29,080 shares of iShares 1-3 Year Treasury Bond ETF worth $2.39M as of Q2 2026.
Christensen King & Associates Investment Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.95% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #23 holding.
Christensen King & Associates Investment Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares 1-3 Year Treasury Bond ETF position peaked at $2.4M in Q3 2025.
818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.