JPLA
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Joseph P. Lucia & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Joseph P. Lucia & Associates’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 		$341K Sell
4,156
-74
-2% -$6.08K 0.1% 141
2026
Q1 		$349K Buy
4,230
+25
+0.6% +$2.07K 0.12% 126
2025
Q4 		$348K Sell
4,205
-327
-7% -$27.1K 0.13% 126
2025
Q3 		$376K Sell
4,532
-97
-2% -$8.02K 0.14% 113
2025
Q2 		$384K Sell
4,629
-374
-7% -$30.9K 0.16% 111
2025
Q1 		$414K Buy
5,003
+85
+2% +$6.99K 0.19% 95
2024
Q4 		$403K Sell
4,918
-32
-0.6% -$2.63K 0.18% 93
2024
Q3 		$412K Sell
4,950
-14
-0.3% -$1.16K 0.19% 90
2024
Q2 		$405K Buy
4,964
+1
+0% +$81 0.21% 82
2024
Q1 		$406K Sell
4,963
-264
-5% -$21.6K 0.22% 82
2023
Q4 		$429K Sell
5,227
-44
-0.8% -$3.58K 0.27% 73
2023
Q3 		$427K Sell
5,271
-5
-0.1% -$405 0.3% 69
2023
Q2 		$428K Buy
5,276
+90
+2% +$7.36K 0.29% 74
2023
Q1 		$426K Sell
5,186
-381
-7% -$31.1K 0.3% 76
2022
Q4 		$452K Buy
5,567
+321
+6% +$26K 0.34% 73
2022
Q3 		$426K Buy
5,246
+3,591
+217% +$296K 0.33% 70
2022
Q2 		$137K Buy
1,655
+645
+64% +$53.5K 0.1% 128
2022
Q1 		$84K Sell
1,010
-1,745
-63% -$147K 0.05% 161
2021
Q4 		$236K Sell
2,755
-115
-4% -$9.87K 0.15% 114
2021
Q3 		$247K Sell
2,870
-706
-20% -$60.9K 0.15% 117
2021
Q2 		$308K Buy
3,576
+210
+6% +$18.1K 0.18% 103
2021
Q1 		$290K Buy
3,366
+3,210
+2,058% +$277K 0.13% 100
2020
Q4 		$13K Buy
+156
New +$13.5K 0.01% 311
2020
Q3 		– Sell
-156
Closed -$14K – 393
2020
Q2 		$14K Hold
156
– – 0.01% 281
2020
Q1 		$14K Buy
+156
New +$13.3K 0.02% 259

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's SHY Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.7% in Q2 2026, selling an estimated $6.08K and leaving 4,156 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #141.

Joseph P. Lucia & Associates first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $452K in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Joseph P. Lucia & Associates held 4,156 shares of iShares 1-3 Year Treasury Bond ETF worth $341K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 74 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.08K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #141 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Joseph P. Lucia & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $452K in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.