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 Q3	$237K	Sell	2,919 -51	-2%	-$4.17K	0.15%	111
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

J2 Capital Management's SHY Position: Q3 2026 in Review

J2 Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.7% in Q3 2026, selling an estimated $4.17K and leaving 2,919 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #111.

J2 Capital Management first reported a position in SHY in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.73M in Q3 2022. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

J2 Capital Management held 2,919 shares of iShares 1-3 Year Treasury Bond ETF worth $237K as of Q3 2026.
J2 Capital Management sold 51 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.17K.
iShares 1-3 Year Treasury Bond ETF made up 0.15% of J2 Capital Management's portfolio in Q3 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 11 quarters since.
J2 Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.73M in Q3 2022.
859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.