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 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

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JGP Wealth Management's SHY Position: Q2 2026 in Review

JGP Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.8% in Q2 2026, buying an estimated $219K and bringing the position to 48,915 shares worth $4.02M. The position accounts for 0.36% of the portfolio, ranked #52.

JGP Wealth Management first reported a position in SHY in Q1 2021 and has held it in 10 quarters since. 438 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

JGP Wealth Management held 48,915 shares of iShares 1-3 Year Treasury Bond ETF worth $4.02M as of Q2 2026.
JGP Wealth Management bought 2,668 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $219K.
iShares 1-3 Year Treasury Bond ETF made up 0.36% of JGP Wealth Management's portfolio in Q2 2026, its #52 holding.
JGP Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 10 quarters since.
438 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.