GVAG
SHY icon

Great Valley Advisor Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Great Valley Advisor 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 		$8.14M Buy
99,113
+13,929
+16% +$1.15M 0.13% 166
2026
Q1 		$7.03M Buy
85,184
+7,100
+9% +$588K 0.13% 157
2025
Q4 		$6.47M Buy
78,084
+3,693
+5% +$306K 0.12% 157
2025
Q3 		$6.17M Buy
74,391
+6,544
+10% +$541K 0.12% 158
2025
Q2 		$5.62M Buy
67,847
+19,921
+42% +$1.64M 0.12% 160
2025
Q1 		$3.96M Buy
47,926
+22,697
+90% +$1.87M 0.09% 204
2024
Q4 		$2.07M Buy
25,229
+1,176
+5% +$96.7K 0.05% 313
2024
Q3 		$2M Buy
24,053
+1,593
+7% +$131K 0.05% 311
2024
Q2 		$1.83M Buy
22,460
+902
+4% +$73.4K 0.05% 293
2024
Q1 		$1.76M Buy
21,558
+1,441
+7% +$118K 0.05% 293
2023
Q4 		$1.65M Sell
20,117
-2,327
-10% -$189K 0.06% 267
2023
Q3 		$1.82M Sell
22,444
-3,788
-14% -$307K 0.08% 232
2023
Q2 		$2.13M Buy
26,232
+1,996
+8% +$163K 0.09% 213
2023
Q1 		$1.99M Sell
24,236
-1,410
-5% -$115K 0.09% 213
2022
Q4 		$2.08M Sell
25,646
-18,211
-42% -$1.48M 0.11% 207
2022
Q3 		$3.56M Sell
43,857
-3,622
-8% -$298K 0.2% 129
2022
Q2 		$3.93M Buy
47,479
+339
+0.7% +$28.1K 0.22% 120
2022
Q1 		$3.93M Buy
47,140
+2,048
+5% +$173K 0.23% 109
2021
Q4 		$3.86M Buy
45,092
+1,256
+3% +$108K 0.24% 109
2021
Q3 		$3.78M Buy
43,836
+1,013
+2% +$87.3K 0.26% 105
2021
Q2 		$3.69M Buy
42,823
+26,216
+158% +$2.26M 0.27% 99
2021
Q1 		$1.43M Sell
16,607
-2,459
-13% -$212K 0.14% 163
2020
Q4 		$1.65M Buy
19,066
+669
+4% +$57.8K 0.17% 134
2020
Q3 		$1.59M Buy
18,397
+1,937
+12% +$168K 0.2% 111
2020
Q2 		$1.43M Sell
16,460
-1,231
-7% -$107K 0.23% 119
2020
Q1 		$1.53M Buy
17,691
+3,066
+21% +$262K 0.41% 73
2019
Q4 		$1.24M Sell
14,625
-154
-1% -$13K 0.28% 109
2019
Q3 		$1.25M Buy
14,779
+603
+4% +$51.1K 0.3% 100
2019
Q2 		$1.2M Buy
14,176
+328
+2% +$27.6K 0.3% 100
2019
Q1 		$1.17M Sell
13,848
-4,064
-23% -$340K 0.37% 77
2018
Q4 		$1.68M Buy
+17,912
New +$1.49M 0.63% 39

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

Great Valley Advisor Group's SHY Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2026, buying an estimated $1.15M and bringing the position to 99,113 shares worth $8.14M. The position accounts for 0.13% of the portfolio, ranked #166.

Great Valley Advisor Group first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Great Valley Advisor Group held 99,113 shares of iShares 1-3 Year Treasury Bond ETF worth $8.14M as of Q2 2026.
  • Great Valley Advisor Group bought 13,929 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.15M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Great Valley Advisor Group's portfolio in Q2 2026, its #166 holding.
  • Great Valley Advisor Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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