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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garrison Point Advisors's SHY Position: Q1 2026 in Review

Garrison Point Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 8,720 shares worth $720K. The position accounts for 0.33% of the portfolio, ranked #82.

Garrison Point Advisors first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Garrison Point Advisors held 8,720 shares of iShares 1-3 Year Treasury Bond ETF worth $720K as of Q1 2026.
  • Garrison Point Advisors bought 160 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.33% of Garrison Point Advisors's portfolio in Q1 2026, its #82 holding.
  • Garrison Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Garrison Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.09M in Q4 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.