J2 Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

J2 Capital Management’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	$244K	Hold	2,970	–	–	0.16%	111
2026 Q1	$245K	Hold	2,970	–	–	0.17%	111
2025 Q4	$246K	Hold	2,970	–	–	0.18%	114
2025 Q3	$246K	Sell	2,970 -218	-7%	-$18K	0.19%	113
2025 Q2	$264K	Hold	3,188	–	–	0.21%	106
2025 Q1	$264K	Sell	3,188 -379	-11%	-$31.2K	0.24%	85
2024 Q4	$292K	Buy	+3,567	New	+$293K	0.27%	93
2023 Q1	–	Sell	-45,783	Closed	-$3.72M	–	94
2022 Q4	$3.72M	Sell	45,783 -160	-0.3%	-$13K	6.37%	3
2022 Q3	$3.73M	Buy	45,943 +2,459	+6%	+$202K	7.08%	3
2022 Q2	$3.6M	Buy	+43,484	New	+$3.61M	5.49%	3

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

J2 Capital Management's SHY Position: Q2 2026 in Review

J2 Capital Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 2,970 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #111.

J2 Capital Management first reported a position in SHY in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.73M in Q3 2022. 263 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

J2 Capital Management held 2,970 shares of iShares 1-3 Year Treasury Bond ETF worth $244K as of Q2 2026.
J2 Capital Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.16% of J2 Capital Management's portfolio in Q2 2026, its #111 holding.
J2 Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 10 quarters since.
J2 Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.73M in Q3 2022.
263 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.