Joel Isaacson & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Joel Isaacson & Co’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	$269K	Sell	3,275 -589	-15%	-$48.4K	0.01%	400
2026 Q1	$319K	Sell	3,864 -1,617	-30%	-$134K	0.01%	350
2025 Q4	$454K	Sell	5,481 -138	-2%	-$11.4K	0.02%	293
2025 Q3	$466K	Buy	5,619 +547	+11%	+$45.2K	0.02%	280
2025 Q2	$420K	Buy	+5,072	New	+$419K	0.02%	279
2024 Q4	–	Sell	-2,625	Closed	-$218K	–	385
2024 Q3	$218K	Sell	2,625 -530	-17%	-$43.7K	0.01%	340
2024 Q2	$258K	Sell	3,155 -1,179	-27%	-$95.9K	0.01%	297
2024 Q1	$354K	Sell	4,334 -1,883	-30%	-$154K	0.02%	254
2023 Q4	$510K	Buy	6,217 +11	+0.2%	+$894	0.03%	185
2023 Q3	$503K	Buy	6,206 +3,427	+123%	+$278K	0.03%	185
2023 Q2	$225K	Buy	+2,779	New	+$227K	0.02%	290

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joel Isaacson & Co's SHY Position: Q2 2026 in Review

Joel Isaacson & Co reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, selling an estimated $48.4K and leaving 3,275 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #400.

Joel Isaacson & Co first reported a position in SHY in Q2 2023 and has held it in 11 quarters since. The position peaked at $510K in Q4 2023. 819 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Joel Isaacson & Co held 3,275 shares of iShares 1-3 Year Treasury Bond ETF worth $269K as of Q2 2026.
Joel Isaacson & Co sold 589 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $48.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #400 holding.
Joel Isaacson & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Joel Isaacson & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $510K in Q4 2023.
819 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.