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

J.W. Coons 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
2025 Q2	$1.27M	Buy	15,344 +6	+0%	+$495	0.29%	81
2025 Q1	$1.27M	Buy	15,338 +4	+0%	+$329	0.33%	73
2024 Q4	$1.26M	Sell	15,334 -1,517	-9%	-$125K	0.32%	73
2024 Q3	$1.4M	Buy	16,851 +1,422	+9%	+$117K	0.35%	71
2024 Q2	$1.26M	Buy	15,429 +1,556	+11%	+$127K	0.3%	71
2024 Q1	$1.13M	Buy	13,873 +3	+0%	+$246	0.26%	81
2023 Q4	$1.14M	Sell	13,870 -2,103	-13%	-$171K	0.31%	77
2023 Q3	$1.29M	Buy	15,973 +515	+3%	+$41.7K	0.37%	66
2023 Q2	$1.25M	Buy	15,458 +54	+0.4%	+$4.42K	0.34%	72
2023 Q1	$1.27M	Buy	15,404 +92	+0.6%	+$7.5K	0.36%	71
2022 Q4	$1.24M	Sell	15,312 -879	-5%	-$71.3K	0.37%	68
2022 Q3	$1.31M	Buy	16,191 +1,252	+8%	+$103K	0.5%	59
2022 Q2	$1.24M	Buy	14,939 +2,457	+20%	+$204K	0.44%	61
2022 Q1	$1.04M	Buy	12,482 +1,235	+11%	+$104K	0.31%	81
2021 Q4	$963K	Sell	11,247 -18	-0.2%	-$1.54K	0.29%	89
2021 Q3	$971K	Buy	11,265 +576	+5%	+$49.7K	0.33%	77
2021 Q2	$921K	Hold	10,689	–	–	0.33%	81
2021 Q1	$922K	Buy	10,689 +1,966	+23%	+$170K	0.33%	84
2020 Q4	$755K	Buy	8,723 +412	+5%	+$35.6K	0.29%	96
2020 Q3	$722K	Buy	8,311 +1,241	+18%	+$107K	0.3%	91
2020 Q2	$615K	Sell	7,070 -203	-3%	-$17.6K	0.27%	98
2020 Q1	$634K	Buy	+7,273	New	+$621K	0.33%	84

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Coons Advisors's SHY Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.04% in Q2 2025, buying an estimated $495 and bringing the position to 15,344 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #81.

J.W. Coons Advisors first reported a position in SHY in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

J.W. Coons Advisors held 15,344 shares of iShares 1-3 Year Treasury Bond ETF worth $1.27M as of Q2 2025.
J.W. Coons Advisors bought 6 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $495.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of J.W. Coons Advisors's portfolio in Q2 2025, its #81 holding.
J.W. Coons Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.4M in Q3 2024.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.