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JFS Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JFS Wealth 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 		$8.87M Buy
108,034
+1,452
+1% +$119K 0.44% 41
2026
Q1 		$8.8M Sell
106,582
-6,937
-6% -$574K 0.49% 38
2025
Q4 		$9.4M Buy
113,519
+2,922
+3% +$242K 0.53% 36
2025
Q3 		$9.18M Buy
110,597
+4,937
+5% +$408K 0.54% 35
2025
Q2 		$8.75M Buy
105,660
+2,078
+2% +$172K 0.56% 34
2025
Q1 		$8.57M Buy
103,582
+5,807
+6% +$478K 0.58% 33
2024
Q4 		$8.02M Sell
97,775
-14,620
-13% -$1.2M 0.55% 35
2024
Q3 		$9.35M Sell
112,395
-9,686
-8% -$799K 0.63% 32
2024
Q2 		$9.97M Sell
122,081
-17,500
-13% -$1.42M 0.79% 27
2024
Q1 		$11.4M Buy
139,581
+29,335
+27% +$2.4M 0.91% 25
2023
Q4 		$9.04M Buy
110,246
+25,164
+30% +$2.05M 0.77% 31
2023
Q3 		$6.89M Sell
85,082
-91,187
-52% -$7.38M 0.65% 33
2023
Q2 		$14.3M Buy
176,269
+4,771
+3% +$390K 1.29% 19
2023
Q1 		$14.1M Buy
171,498
+7,772
+5% +$634K 1.33% 19
2022
Q4 		$13.3M Buy
163,726
+17,439
+12% +$1.41M 1.3% 17
2022
Q3 		$11.9M Buy
146,287
+35,167
+32% +$2.89M 1.3% 16
2022
Q2 		$9.2M Buy
111,120
+1,016
+0.9% +$84.3K 0.97% 21
2022
Q1 		$9.18M Sell
110,104
-11,357
-9% -$960K 0.87% 21
2021
Q4 		$10.4M Buy
121,461
+1,355
+1% +$116K 0.98% 19
2021
Q3 		$10.3M Buy
+120,106
New +$10.4M 1.06% 18
2016
Q2 		– Sell
-716
Closed -$61K – 601
2016
Q1 		$61K Sell
716
-101
-12% -$8.57K 0.02% 218
2015
Q4 		$69K Sell
817
-2,252
-73% -$191K 0.02% 213
2015
Q3 		$261K Buy
+3,069
New +$260K 0.11% 90

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

JFS Wealth Advisors's SHY Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q2 2026, buying an estimated $119K and bringing the position to 108,034 shares worth $8.87M. The position accounts for 0.44% of the portfolio, ranked #41.

JFS Wealth Advisors first reported a position in SHY in Q3 2015 and has held it in 23 quarters since. The position peaked at $14.3M in Q2 2023. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • JFS Wealth Advisors held 108,034 shares of iShares 1-3 Year Treasury Bond ETF worth $8.87M as of Q2 2026.
  • JFS Wealth Advisors bought 1,452 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.44% of JFS Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • JFS Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 23 quarters since.
  • JFS Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14.3M in Q2 2023.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.