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Journey Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Journey Advisory Group’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 		$952K Hold
11,600
– – 0.07% 163
2026
Q1 		$958K Sell
11,600
-15,025
-56% -$1.24M 0.08% 144
2025
Q4 		$2.21M Buy
26,625
+5,625
+27% +$466K 0.19% 114
2025
Q3 		$1.74M Sell
21,000
-53
-0.3% -$4.38K 0.13% 124
2025
Q2 		$1.74M Buy
21,053
+6,000
+40% +$495K 0.14% 132
2025
Q1 		$1.25M Buy
+15,053
New +$1.24M 0.1% 135

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Advisory Group's SHY Position: Q2 2026 in Review

Journey Advisory Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 11,600 shares worth $952K. The position accounts for 0.07% of the portfolio, ranked #163.

Journey Advisory Group first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2025. 929 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Journey Advisory Group held 11,600 shares of iShares 1-3 Year Treasury Bond ETF worth $952K as of Q2 2026.
  • Journey Advisory Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Journey Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Journey Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Journey Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.21M in Q4 2025.
  • 929 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.