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

GenWealth 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	–	Sell	-996,294	Closed	-$82.3M	–	97
2026 Q1	$82.3M	Buy	+996,294	New	+$82.5M	14.07%	1
2023 Q4	–	Sell	-170,956	Closed	-$13.8M	–	73
2023 Q3	$13.8M	Buy	+170,956	New	+$13.8M	4.2%	10
2022 Q4	–	Sell	-851,605	Closed	-$69.2M	–	72
2022 Q3	$69.2M	Sell	851,605 -41,242	-5%	-$3.39M	23.42%	1
2022 Q2	$73.9M	Buy	+892,847	New	+$74.1M	23.64%	1
2021 Q2	–	Sell	-325,854	Closed	-$28.1M	–	67
2021 Q1	$28.1M	Buy	+325,854	New	+$28.1M	8.92%	3
2020 Q2	–	Sell	-163,582	Closed	-$14.2M	–	73
2020 Q1	$14.2M	Buy	+163,582	New	+$14M	6.18%	5
2019 Q3	–	Sell	-142,957	Closed	-$12.1M	–	68
2019 Q2	$12.1M	Buy	+142,957	New	+$12M	5.16%	10
2019 Q1	–	Sell	-268,901	Closed	-$22.5M	–	63
2018 Q4	$22.5M	Buy	+268,901	New	+$22.3M	11.19%	2

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

GenWealth Group's SHY Position: Q2 2026 in Review

GenWealth Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 996,294 shares — an estimated $82.3M sold.

GenWealth Group first reported a position in SHY in Q4 2018 and held it in 8 quarters. The position peaked at $82.3M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

GenWealth Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
GenWealth Group sold 996,294 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.3M.
GenWealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 8 quarters.
GenWealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $82.3M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.