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

Innovative Asset Advisors 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
-33
Closed -$2.74K – 894
2026
Q1 		$2.74K Buy
+33
New +$2.73K ﹤0.01% 859

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's SHY Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 33 shares — an estimated $2.74K sold.

Innovative Asset Advisors Group first reported a position in SHY in Q1 2026 and held it in 1 quarter. The position peaked at $2.74K in Q1 2026. 1,160 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 33 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.74K.
  • Innovative Asset Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74K in Q1 2026.
  • 1,160 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.