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Jackson Square Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jackson Square Capital’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 		– Sell
-7,815
Closed -$645K – 153
2026
Q1 		$645K Buy
+7,815
New +$647K 0.14% 84
2024
Q4 		– Sell
-32,944
Closed -$2.74M – 156
2024
Q3 		$2.74M Buy
+32,944
New +$2.72M 0.68% 37

Other funds holding SHY

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

Jackson Square Capital's SHY Position: Q2 2026 in Review

Jackson Square Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 7,815 shares — an estimated $645K sold.

Jackson Square Capital first reported a position in SHY in Q3 2024 and held it in 2 quarters. The position peaked at $2.74M in Q3 2024. 274 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Jackson Square Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Square Capital sold 7,815 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $645K.
  • Jackson Square Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Jackson Square Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74M in Q3 2024.
  • 274 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.