Garrison Point Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Garrison Point Advisors’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	$713K	Sell	8,681 -39	-0.4%	-$3.21K	0.29%	90
2026 Q1	$720K	Buy	8,720 +160	+2%	+$13.2K	0.33%	82
2025 Q4	$709K	Buy	8,560 +165	+2%	+$13.7K	0.31%	78
2025 Q3	$696K	Buy	8,395 +60	+0.7%	+$4.96K	0.29%	85
2025 Q2	$691K	Sell	8,335 -1,865	-18%	-$154K	0.32%	81
2025 Q1	$844K	Sell	10,200 -485	-5%	-$39.9K	0.41%	68
2024 Q4	$876K	Hold	10,685	–	–	0.42%	64
2024 Q3	$888K	Sell	10,685 -50	-0.5%	-$4.13K	0.55%	55
2024 Q2	$877K	Buy	10,735 +700	+7%	+$57K	0.58%	54
2024 Q1	$821K	Sell	10,035 -200	-2%	-$16.4K	0.53%	62
2023 Q4	$840K	Sell	10,235 -150	-1%	-$12.2K	0.59%	55
2023 Q3	$841K	Hold	10,385	–	–	0.65%	48
2023 Q2	$842K	Hold	10,385	–	–	0.61%	57
2023 Q1	$853K	Sell	10,385 -100	-1%	-$8.15K	0.64%	50
2022 Q4	$851K	Sell	10,485 -250	-2%	-$20.3K	0.7%	44
2022 Q3	$872K	Sell	10,735 -180	-2%	-$14.8K	0.78%	41
2022 Q2	$904K	Sell	10,915 -600	-5%	-$49.8K	0.75%	43
2022 Q1	$960K	Buy	11,515 +25	+0.2%	+$2.11K	0.67%	50
2021 Q4	$983K	Buy	11,490 +140	+1%	+$12K	0.65%	52
2021 Q3	$978K	Hold	11,350	–	–	0.71%	47
2021 Q2	$978K	Buy	11,350 +315	+3%	+$27.2K	0.7%	48
2021 Q1	$952K	Sell	11,035 -1,620	-13%	-$140K	0.74%	46
2020 Q4	$1.09M	Buy	12,655 +495	+4%	+$42.8K	0.88%	37
2020 Q3	$1.05M	Buy	12,160 +1,520	+14%	+$132K	0.95%	32
2020 Q2	$922K	Buy	10,640 +345	+3%	+$29.9K	0.91%	35
2020 Q1	$892K	Sell	10,295 -40	-0.4%	-$3.42K	1.09%	34
2019 Q4	$875K	Buy	10,335 +1,060	+11%	+$89.8K	0.8%	50
2019 Q3	$787K	Buy	9,275 +1,930	+26%	+$164K	0.78%	50
2019 Q2	$623K	Buy	7,345 +850	+13%	+$71.6K	0.63%	55
2019 Q1	$546K	Buy	6,495 +2,120	+48%	+$177K	0.57%	61
2018 Q4	$366K	Buy	+4,375	New	+$364K	0.45%	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

Garrison Point Advisors's SHY Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.45% in Q2 2026, selling an estimated $3.21K and leaving 8,681 shares worth $713K. The position accounts for 0.29% of the portfolio, ranked #90.

Garrison Point Advisors first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.09M in Q4 2020. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Garrison Point Advisors held 8,681 shares of iShares 1-3 Year Treasury Bond ETF worth $713K as of Q2 2026.
Garrison Point Advisors sold 39 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.21K.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of Garrison Point Advisors's portfolio in Q2 2026, its #90 holding.
Garrison Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.09M in Q4 2020.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.