Johnson Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Johnson Investment Counsel’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	$23.1M	Buy	281,607 +2,059	+0.7%	+$169K	0.17%	110
2026 Q1	$23.1M	Buy	+279,548	New	+$23.1M	0.19%	102
2019 Q1	–	Sell	-3,690	Closed	-$308K	–	617
2018 Q4	$308K	Buy	3,690 +102	+3%	+$8.48K	0.01%	475
2018 Q3	$298K	Buy	3,588 +148	+4%	+$12.3K	0.01%	518
2018 Q2	$286K	Sell	3,440 -5	-0.1%	-$416	0.01%	528
2018 Q1	$287K	Hold	3,445	–	–	0.01%	530
2017 Q4	$288K	Sell	3,445 -30	-0.9%	-$2.52K	0.01%	530
2017 Q3	$293K	Sell	3,475 -8,385	-71%	-$709K	0.01%	513
2017 Q2	$1M	Buy	11,860 +8,080	+214%	+$683K	0.03%	249
2017 Q1	$319K	Sell	3,780 -826	-18%	-$69.8K	0.01%	490
2016 Q4	$388K	Hold	4,606	–	–	0.01%	430
2016 Q3	$391K	Buy	+4,606	New	+$392K	0.01%	401

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Johnson Investment Counsel's SHY Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.74% in Q2 2026, buying an estimated $169K and bringing the position to 281,607 shares worth $23.1M. The position accounts for 0.17% of the portfolio, ranked #110.

Johnson Investment Counsel first reported a position in SHY in Q3 2016 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Johnson Investment Counsel held 281,607 shares of iShares 1-3 Year Treasury Bond ETF worth $23.1M as of Q2 2026.
Johnson Investment Counsel bought 2,059 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $169K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Johnson Investment Counsel's portfolio in Q2 2026, its #110 holding.
Johnson Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.