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

GM Advisory 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 Q1	$62.5M	Buy	757,390 +15,642	+2%	+$1.29M	2.41%	9
2025 Q4	$61.4M	Sell	741,748 -86,309	-10%	-$7.15M	2.41%	9
2025 Q3	$68.7M	Sell	828,057 -4,487	-0.5%	-$371K	2.92%	5
2025 Q2	$69M	Buy	832,544 +21,288	+3%	+$1.76M	3.41%	5
2025 Q1	$67.1M	Buy	811,256 +95,887	+13%	+$7.89M	3.62%	5
2024 Q4	$58.6M	Buy	715,369 +44,453	+7%	+$3.65M	3.25%	7
2024 Q3	$55.8M	Buy	670,916 +51,470	+8%	+$4.25M	3.34%	7
2024 Q2	$50.6M	Buy	619,446 +25,398	+4%	+$2.07M	3.26%	7
2024 Q1	$48.6M	Sell	594,048 -38,011	-6%	-$3.11M	3.41%	8
2023 Q4	$51.9M	Sell	632,059 -113,474	-15%	-$9.22M	3.92%	7
2023 Q3	$60.4M	Sell	745,533 -6,592	-0.9%	-$534K	4.93%	7
2023 Q2	$61M	Sell	752,125 -12,188	-2%	-$997K	5.05%	7
2023 Q1	$62.8M	Sell	764,313 -39,458	-5%	-$3.22M	5.72%	5
2022 Q4	$65.2M	Buy	803,771 +5,204	+0.7%	+$422K	6.96%	3
2022 Q3	$64.9M	Buy	798,567 +9,660	+1%	+$795K	8.16%	2
2022 Q2	$65.3M	Buy	+788,907	New	+$65.4M	10.19%	1
2020 Q1	–	Sell	-5,000	Closed	-$423K	–	139
2019 Q4	$423K	Buy	5,000 +1,996	+66%	+$169K	0.13%	55
2019 Q3	$255K	Buy	+3,004	New	+$255K	0.08%	88

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GM Advisory Group's SHY Position: Q1 2026 in Review

GM Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q1 2026, buying an estimated $1.29M and bringing the position to 757,390 shares worth $62.5M. The position accounts for 2.41% of the portfolio, ranked #9.

GM Advisory Group first reported a position in SHY in Q3 2019 and has held it in 18 quarters since. The position peaked at $69M in Q2 2025. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

GM Advisory Group held 757,390 shares of iShares 1-3 Year Treasury Bond ETF worth $62.5M as of Q1 2026.
GM Advisory Group bought 15,642 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.29M.
iShares 1-3 Year Treasury Bond ETF made up 2.41% of GM Advisory Group's portfolio in Q1 2026, its #9 holding.
GM Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 18 quarters since.
GM Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $69M in Q2 2025.
1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.