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

Investment 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
Q2 		$3.11M Sell
37,887
-170
-0.4% -$14K 0.67% 34
2026
Q1 		$3.14M Buy
38,057
+560
+1% +$46.4K 0.8% 32
2025
Q4 		$3.11M Buy
37,497
+1,610
+4% +$133K 0.8% 31
2025
Q3 		$2.98M Buy
35,887
+1,390
+4% +$115K 0.81% 31
2025
Q2 		$2.86M Buy
34,497
+350
+1% +$28.9K 0.87% 31
2025
Q1 		$2.82M Buy
34,147
+1,723
+5% +$142K 0.95% 28
2024
Q4 		$2.66M Buy
32,424
+8,428
+35% +$693K 0.89% 28
2024
Q3 		$2M Buy
23,996
+3,665
+18% +$302K 0.69% 37
2024
Q2 		$1.66M Sell
20,331
-282
-1% -$22.9K 0.64% 40
2024
Q1 		$1.69M Buy
20,613
+650
+3% +$53.2K 0.7% 38
2023
Q4 		$1.64M Sell
19,963
-319
-2% -$25.9K 0.75% 36
2023
Q3 		$1.64M Buy
20,282
+150
+0.7% +$12.1K 0.85% 32
2023
Q2 		$1.63M Buy
20,132
+1,280
+7% +$105K 0.84% 33
2023
Q1 		$1.55M Buy
18,852
+1,213
+7% +$98.9K 0.89% 31
2022
Q4 		$1.43M Buy
17,639
+4,127
+31% +$335K 0.88% 30
2022
Q3 		$1.1M Buy
13,512
+630
+5% +$51.8K 0.76% 34
2022
Q2 		$1.07M Buy
12,882
+3,088
+32% +$256K 0.73% 36
2022
Q1 		$819K Buy
9,794
+1,390
+17% +$117K 0.5% 46
2021
Q4 		$708K Buy
+8,404
New +$721K 0.45% 47

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

Investment Advisory Group's SHY Position: Q2 2026 in Review

Investment Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.45% in Q2 2026, selling an estimated $14K and leaving 37,887 shares worth $3.11M. The position accounts for 0.67% of the portfolio, ranked #34.

Investment Advisory Group first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Investment Advisory Group held 37,887 shares of iShares 1-3 Year Treasury Bond ETF worth $3.11M as of Q2 2026.
  • Investment Advisory Group sold 170 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $14K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.67% of Investment Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Investment Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $3.14M 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 Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.