Kingsview Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kingsview Wealth Management’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	$23.7M	Buy	288,562 +17,440	+6%	+$1.43M	0.29%	59
2026 Q1	$22.4M	Buy	271,122 +163,094	+151%	+$13.5M	0.31%	58
2025 Q4	$8.95M	Buy	108,028 +7,151	+7%	+$593K	0.13%	146
2025 Q3	$8.37M	Sell	100,877 -99,989	-50%	-$8.27M	0.13%	164
2025 Q2	$16.6M	Buy	200,866 +4,946	+3%	+$408K	0.28%	62
2025 Q1	$16.2M	Buy	195,920 +14,324	+8%	+$1.18M	0.31%	57
2024 Q4	$14.9M	Buy	181,596 +111,595	+159%	+$9.17M	0.29%	63
2024 Q3	$5.82M	Sell	70,001 -62,810	-47%	-$5.18M	0.12%	174
2024 Q2	$10.8M	Buy	132,811 +3,882	+3%	+$316K	0.26%	76
2024 Q1	$10.5M	Buy	128,929 +2,834	+2%	+$232K	0.26%	76
2023 Q4	$10.3M	Buy	126,095 +5,958	+5%	+$484K	0.31%	70
2023 Q3	$9.73M	Buy	120,137 +68,882	+134%	+$5.58M	0.35%	63
2023 Q2	$4.16M	Sell	51,255 -44,906	-47%	-$3.67M	0.16%	136
2023 Q1	$7.9M	Sell	96,161 -32,231	-25%	-$2.63M	0.33%	64
2022 Q4	$10.4M	Sell	128,392 -40,668	-24%	-$3.3M	0.45%	47
2022 Q3	$13.7M	Buy	169,060 +96,934	+134%	+$7.98M	0.65%	26
2022 Q2	$5.97M	Sell	72,126 -10,424	-13%	-$865K	0.29%	87
2022 Q1	$6.88M	Buy	82,550 +46,148	+127%	+$3.9M	0.3%	77
2021 Q4	$3.11M	Sell	36,402 -6,598	-15%	-$566K	0.13%	172
2021 Q3	$3.7M	Buy	43,000 +2,882	+7%	+$248K	0.18%	134
2021 Q2	$3.46M	Buy	40,118 +5,252	+15%	+$453K	0.17%	133
2021 Q1	$3.01M	Sell	34,866 -5,038	-13%	-$435K	0.17%	131
2020 Q4	$3.45M	Sell	39,904 -3,554	-8%	-$307K	0.25%	96
2020 Q3	$3.76M	Sell	43,458 -9,621	-18%	-$832K	0.34%	73
2020 Q2	$4.6M	Buy	53,079 +10,524	+25%	+$911K	0.46%	51
2020 Q1	$3.69M	Buy	+42,555	New	+$3.63M	0.5%	57
2018 Q1	–	Sell	-3,371	Closed	-$283K	–	417
2017 Q4	$283K	Sell	3,371 -1,001	-23%	-$84.2K	0.1%	253
2017 Q3	$369K	Buy	4,372 +707	+19%	+$59.8K	0.16%	175
2017 Q2	$310K	Sell	3,665 -2,843	-44%	-$240K	0.16%	179
2017 Q1	$550K	Buy	+6,508	New	+$550K	0.33%	107

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

Kingsview Wealth Management's SHY Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.4% in Q2 2026, buying an estimated $1.43M and bringing the position to 288,562 shares worth $23.7M. The position accounts for 0.29% of the portfolio, ranked #59.

Kingsview Wealth Management first reported a position in SHY in Q1 2017 and has held it in 30 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Kingsview Wealth Management held 288,562 shares of iShares 1-3 Year Treasury Bond ETF worth $23.7M as of Q2 2026.
Kingsview Wealth Management bought 17,440 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.43M.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of Kingsview Wealth Management's portfolio in Q2 2026, its #59 holding.
Kingsview Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 30 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.