Jones Financial Companies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jones Financial Companies’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	$26.2M	Buy	318,760 +82,162	+35%	+$6.76M	0.01%	597
2026 Q1	$19.5M	Buy	236,598 +31,561	+15%	+$2.61M	0.01%	596
2025 Q4	$17M	Buy	205,037 +20,584	+11%	+$1.71M	0.01%	348
2025 Q3	$15.3M	Buy	184,453 +32,059	+21%	+$2.65M	0.01%	338
2025 Q2	$12.6M	Buy	152,394 +42,883	+39%	+$3.54M	0.01%	327
2025 Q1	$9.05M	Buy	109,511 +34,596	+46%	+$2.85M	0.01%	331
2024 Q4	$6.14M	Buy	74,915 +31,439	+72%	+$2.58M	0.01%	324
2024 Q3	$3.62M	Buy	43,476 +27,564	+173%	+$2.27M	﹤0.01%	338
2024 Q2	$1.3M	Buy	15,912 +15,322	+2,597%	+$1.25M	﹤0.01%	387
2024 Q1	$48.2K	Buy	+590	New	+$48.3K	﹤0.01%	740
2013 Q4	–	Sell	-445	Closed	-$38K	–	483
2013 Q3	$38K	Sell	445 -1,089	-71%	-$91.8K	﹤0.01%	334
2013 Q2	$129K	Buy	+1,534	New	+$130K	﹤0.01%	231

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

Jones Financial Companies's SHY Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q2 2026, buying an estimated $6.76M and bringing the position to 318,760 shares worth $26.2M. The position accounts for 0.01% of the portfolio, ranked #597.

Jones Financial Companies first reported a position in SHY in Q2 2013 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Jones Financial Companies held 318,760 shares of iShares 1-3 Year Treasury Bond ETF worth $26.2M as of Q2 2026.
Jones Financial Companies bought 82,162 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.76M.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #597 holding.
Jones Financial Companies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 12 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.