FG
SHY icon

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

Fiduciary 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 		$26.4M Sell
321,396
-16,423
-5% -$1.35M 2.07% 10
2026
Q1 		$27.9M Sell
337,819
-8,508
-2% -$704K 2.38% 6
2025
Q4 		$28.7M Sell
346,327
-3,919
-1% -$325K 2.41% 6
2025
Q3 		$29.1M Sell
350,246
-12,134
-3% -$1M 2.55% 6
2025
Q2 		$30M Sell
362,380
-14,409
-4% -$1.19M 2.83% 4
2025
Q1 		$31.2M Sell
376,789
-21,492
-5% -$1.77M 3.12% 4
2024
Q4 		$32.7M Sell
398,281
-35,988
-8% -$2.96M 3.27% 4
2024
Q3 		$36.1M Sell
434,269
-52,492
-11% -$4.33M 3.66% 4
2024
Q2 		$39.7M Sell
486,761
-47,236
-9% -$3.84M 4.27% 3
2024
Q1 		$43.7M Buy
533,997
+12,155
+2% +$995K 4.76% 1
2023
Q4 		$42.8M Buy
521,842
+9,792
+2% +$796K 5.02% 1
2023
Q3 		$41.5M Sell
512,050
-4,120
-0.8% -$334K 5.29% 1
2023
Q2 		$41.9M Buy
516,170
+4,949
+1% +$405K 5.14% 2
2023
Q1 		$42M Sell
511,221
-38,652
-7% -$3.15M 5.46% 1
2022
Q4 		$44.6M Buy
549,873
+154,011
+39% +$12.5M 5.95% 1
2022
Q3 		$32.2M Buy
395,862
+67,248
+20% +$5.53M 4.17% 2
2022
Q2 		$27.1M Buy
328,614
+113,263
+53% +$9.4M 3.39% 4
2022
Q1 		$17.9M Buy
+215,351
New +$18.2M 2.36% 8

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

Fiduciary Group's SHY Position: Q2 2026 in Review

Fiduciary Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, selling an estimated $1.35M and leaving 321,396 shares worth $26.4M. The position accounts for 2.07% of the portfolio, ranked #10.

Fiduciary Group first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $44.6M in Q4 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Fiduciary Group held 321,396 shares of iShares 1-3 Year Treasury Bond ETF worth $26.4M as of Q2 2026.
  • Fiduciary Group sold 16,423 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.35M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.07% of Fiduciary Group's portfolio in Q2 2026, its #10 holding.
  • Fiduciary Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Fiduciary Group's iShares 1-3 Year Treasury Bond ETF position peaked at $44.6M in Q4 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.