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

Hobbs Group 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	$924K	Hold	11,258	–	–	0.24%	68
2026 Q1	$930K	Sell	11,258 -1,364	-11%	-$113K	0.28%	65
2025 Q4	$1.05M	Sell	12,622 -2,091	-14%	-$173K	0.32%	56
2025 Q3	$1.22M	Buy	14,713 +1,265	+9%	+$105K	0.38%	52
2025 Q2	$1.11M	Buy	13,448 +3,532	+36%	+$292K	0.38%	52
2025 Q1	$820K	Hold	9,916	–	–	0.31%	64
2024 Q4	$813K	Buy	9,916 +136	+1%	+$11.2K	0.31%	66
2024 Q3	$813K	Sell	9,780 -2,538	-21%	-$209K	0.29%	60
2024 Q2	$1.01M	Buy	+12,318	New	+$1M	0.38%	47
2023 Q4	$1.08M	Buy	+13,205	New	+$1.07M	0.48%	35

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

Hobbs Group Advisors's SHY Position: Q2 2026 in Review

Hobbs Group Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 11,258 shares worth $924K. The position accounts for 0.24% of the portfolio, ranked #68.

Hobbs Group Advisors first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Hobbs Group Advisors held 11,258 shares of iShares 1-3 Year Treasury Bond ETF worth $924K as of Q2 2026.
Hobbs Group Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of Hobbs Group Advisors's portfolio in Q2 2026, its #68 holding.
Hobbs Group Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.22M in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.