D.J. St. Germain’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

D.J. St. Germain’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	$117K	Buy	1,419 +476	+50%	+$39.1K	﹤0.01%	354
2026 Q1	$77.9K	Sell	943 -100	-10%	-$8.28K	﹤0.01%	395
2025 Q4	$86.4K	Sell	1,043 -219	-17%	-$18.2K	﹤0.01%	414
2025 Q3	$105K	Buy	1,262 +400	+46%	+$33.1K	﹤0.01%	385
2025 Q2	$71.4K	Sell	862 -664	-44%	-$54.8K	﹤0.01%	423
2025 Q1	$126K	Buy	1,526 +1,279	+518%	+$105K	0.01%	308
2024 Q4	$20.2K	Hold	247	–	–	﹤0.01%	523
2024 Q3	$20.5K	Hold	247	–	–	﹤0.01%	471
2024 Q2	$20.2K	Sell	247 -17	-6%	-$1.38K	﹤0.01%	473
2024 Q1	$21.6K	Buy	264 +17	+7%	+$1.39K	﹤0.01%	473
2023 Q4	$20.3K	Sell	247 -548	-69%	-$44.5K	﹤0.01%	486
2023 Q3	$64.4K	Sell	795 -100	-11%	-$8.1K	﹤0.01%	337
2023 Q2	$72.6K	Buy	+895	New	+$73.2K	﹤0.01%	328
2021 Q4	–	Sell	-3,000	Closed	-$258K	–	250
2021 Q3	$258K	Sell	3,000 -280	-9%	-$24.1K	0.02%	214
2021 Q2	$283K	Buy	+3,280	New	+$283K	0.02%	212
2021 Q1	–	Sell	-3,065	Closed	-$265K	–	233
2020 Q4	$265K	Sell	3,065 -490	-14%	-$42.3K	0.02%	207
2020 Q3	$308K	Sell	3,555 -5,290	-60%	-$458K	0.03%	181
2020 Q2	$766K	Buy	+8,845	New	+$766K	0.07%	117
2015 Q1	–	Sell	-2,840	Closed	-$240K	–	110
2014 Q4	$240K	Sell	2,840 -278	-9%	-$23.5K	0.03%	96
2014 Q3	$264K	Hold	3,118	–	–	0.04%	91
2014 Q2	$264K	Hold	3,118	–	–	0.04%	89
2014 Q1	$263K	Sell	3,118 -175	-5%	-$14.8K	0.04%	86
2013 Q4	$278K	Hold	3,293	–	–	0.04%	89
2013 Q3	$278K	Hold	3,293	–	–	0.04%	83
2013 Q2	$278K	Buy	+3,293	New	+$278K	0.05%	80

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

D.J. St. Germain's SHY Position: Q2 2026 in Review

D.J. St. Germain increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 50% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,419 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

D.J. St. Germain first reported a position in SHY in Q2 2013 and has held it in 25 quarters since. The position peaked at $766K in Q2 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

D.J. St. Germain held 1,419 shares of iShares 1-3 Year Treasury Bond ETF worth $117K as of Q2 2026.
D.J. St. Germain bought 476 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.1K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #354 holding.
D.J. St. Germain first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 25 quarters since.
D.J. St. Germain's iShares 1-3 Year Treasury Bond ETF position peaked at $766K in Q2 2020.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.