JGP Wealth Management
SHY icon

JGP Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

JGP Wealth 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 		$6.58M Buy
80,998
+32,083
+66% +$2.62M 0.58% 41
2026
Q2 		$4.02M Buy
48,915
+2,668
+6% +$219K 0.36% 52
2026
Q1 		$3.82M Sell
46,247
-792
-2% -$65.6K 0.4% 53
2025
Q4 		$3.9M Buy
47,039
+8,936
+23% +$741K 0.41% 50
2025
Q3 		$3.16M Sell
38,103
-8,986
-19% -$743K 0.35% 59
2025
Q2 		$3.9M Buy
47,089
+31,523
+203% +$2.6M 0.47% 50
2025
Q1 		$1.29M Buy
15,566
+930
+6% +$76.5K 0.17% 79
2024
Q4 		$1.2M Buy
14,636
+4,730
+48% +$389K 0.16% 83
2024
Q3 		$824K Buy
9,906
+1,825
+23% +$151K 0.11% 108
2024
Q2 		$660K Buy
+8,081
New +$657K 0.09% 108
2021
Q2 		– Sell
-5,417
Closed -$467K – 164
2021
Q1 		$467K Buy
+5,417
New +$468K 0.1% 99

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

JGP Wealth Management's SHY Position: Q3 2026 in Review

JGP Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 66% in Q3 2026, buying an estimated $2.62M and bringing the position to 80,998 shares worth $6.58M. The position accounts for 0.58% of the portfolio, ranked #41.

JGP Wealth Management first reported a position in SHY in Q1 2021 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • JGP Wealth Management held 80,998 shares of iShares 1-3 Year Treasury Bond ETF worth $6.58M as of Q3 2026.
  • JGP Wealth Management bought 32,083 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.62M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.58% of JGP Wealth Management's portfolio in Q3 2026, its #41 holding.
  • JGP Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 11 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.