J.W. Cole Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

J.W. Cole 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	$3.93M	Buy	+47,814	New	+$3.93M	0.07%	300
2026 Q1	–	Sell	-30,276	Closed	-$2.29M	–	1370
2025 Q4	$2.29M	Buy	30,276 +3,789	+14%	+$314K	0.06%	346
2025 Q3	$2.2M	Buy	26,487 +936	+4%	+$77.4K	0.04%	420
2025 Q2	$2.12M	Buy	25,551 +2,362	+10%	+$195K	0.05%	398
2025 Q1	$1.92M	Buy	23,189 +3,773	+19%	+$310K	0.06%	331
2024 Q4	$1.59M	Sell	19,416 -9,779	-33%	-$804K	0.06%	294
2024 Q3	$2.43M	Buy	29,195 +10,246	+54%	+$845K	0.1%	208
2024 Q2	$1.55M	Sell	18,949 -7,217	-28%	-$587K	0.07%	263
2024 Q1	$2.14M	Sell	26,166 -342	-1%	-$28K	0.11%	202
2023 Q4	$2.17M	Buy	26,508 +3,964	+18%	+$322K	0.13%	180
2023 Q3	$1.83M	Sell	22,544 -2,671	-11%	-$216K	0.13%	168
2023 Q2	$2.04M	Sell	25,215 -20,643	-45%	-$1.69M	0.15%	160
2023 Q1	$3.77M	Buy	45,858 +6,790	+17%	+$553K	0.27%	89
2022 Q4	$3.17M	Sell	39,068 -987	-2%	-$80.1K	0.24%	104
2022 Q3	$3.25M	Sell	40,055 -7,735	-16%	-$637K	0.27%	87
2022 Q2	$3.96M	Sell	47,790 -9,188	-16%	-$762K	0.32%	71
2022 Q1	$4.75M	Buy	56,978 +10,237	+22%	+$865K	0.32%	67
2021 Q4	$4M	Buy	+46,741	New	+$4.01M	0.26%	87
2021 Q3	–	Sell	-75,448	Closed	-$6.5M	–	710
2021 Q2	$6.5M	Buy	75,448 +13,389	+22%	+$1.15M	0.51%	41
2021 Q1	$5.35M	Buy	62,059 +2,788	+5%	+$241K	0.52%	36
2020 Q4	$5.12M	Sell	59,271 -4,244	-7%	-$367K	0.53%	34
2020 Q3	$5.5M	Buy	63,515 +23,904	+60%	+$2.07M	0.42%	48
2020 Q2	$3.43M	Buy	+39,611	New	+$3.43M	0.52%	49
2020 Q1	–	Sell	-31,834	Closed	-$2.69M	–	432
2019 Q4	$2.69M	Buy	+31,834	New	+$2.7M	0.34%	72

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

J.W. Cole Advisors's SHY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 47,814 shares worth $3.93M. The stake represents 0.07% of the portfolio and ranks #300 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SHY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SHY in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.5M in Q2 2021. 319 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

J.W. Cole Advisors held 47,814 shares of iShares 1-3 Year Treasury Bond ETF worth $3.93M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #300 holding.
J.W. Cole Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
J.W. Cole Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.5M in Q2 2021.
319 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.