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

Mather 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	$40K	Sell	487 -2,447	-83%	-$201K	﹤0.01%	1157
2026 Q1	$242K	Buy	+2,934	New	+$243K	﹤0.01%	683
2025 Q2	–	Sell	-91	Closed	-$7.53K	–	1531
2025 Q1	$7.53K	Sell	91 -35	-28%	-$2.88K	﹤0.01%	1322
2024 Q4	$10.3K	Buy	126 +23	+22%	+$1.89K	﹤0.01%	1234
2024 Q3	$8.56K	Sell	103 -979	-90%	-$80.8K	﹤0.01%	1205
2024 Q2	$88.5K	Buy	1,082 +607	+128%	+$49.4K	﹤0.01%	848
2024 Q1	$39K	Buy	+475	New	+$38.9K	﹤0.01%	923
2023 Q3	–	Sell	-3,975	Closed	-$322K	–	614
2023 Q2	$322K	Buy	+3,975	New	+$325K	0.01%	441
2020 Q3	–	Sell	-3,283	Closed	-$284K	–	250
2020 Q2	$284K	Buy	+3,283	New	+$284K	0.01%	172

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

Mather Group's SHY Position: Q2 2026 in Review

Mather Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 83% in Q2 2026, selling an estimated $201K and leaving 487 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Mather Group first reported a position in SHY in Q2 2020 and has held it in 9 quarters since. The position peaked at $322K in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mather Group held 487 shares of iShares 1-3 Year Treasury Bond ETF worth $40K as of Q2 2026.
Mather Group sold 2,447 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1157 holding.
Mather Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 9 quarters since.
Mather Group's iShares 1-3 Year Treasury Bond ETF position peaked at $322K in Q2 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.