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

MinichMacGregor 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 		$5.26M Buy
64,091
+2,924
+5% +$240K 0.8% 42
2026
Q1 		$5.05M Buy
61,167
+5,709
+10% +$473K 0.89% 42
2025
Q4 		$4.59M Buy
55,458
+1,724
+3% +$143K 0.83% 40
2025
Q3 		$4.46M Sell
53,734
-1,861
-3% -$154K 0.87% 41
2025
Q2 		$4.61M Sell
55,595
-1,785
-3% -$147K 0.99% 39
2025
Q1 		$4.75M Buy
57,380
+10,370
+22% +$853K 1.06% 39
2024
Q4 		$3.85M Buy
47,010
+1,396
+3% +$115K 0.8% 40
2024
Q3 		$3.79M Sell
45,614
-462
-1% -$38.1K 0.81% 39
2024
Q2 		$3.76M Sell
46,076
-67
-0.1% -$5.45K 0.92% 37
2024
Q1 		$3.75M Sell
46,143
-2,072
-4% -$170K 0.96% 39
2023
Q4 		$3.96M Sell
48,215
-28
-0.1% -$2.28K 1.14% 32
2023
Q3 		$3.91M Buy
48,243
+714
+2% +$57.8K 1.29% 25
2023
Q2 		$3.85M Buy
47,529
+64
+0.1% +$5.23K 1.2% 28
2023
Q1 		$3.9M Sell
47,465
-104
-0.2% -$8.48K 1.29% 24
2022
Q4 		$3.86M Buy
47,569
+344
+0.7% +$27.9K 1.39% 19
2022
Q3 		$3.83M Sell
47,225
-209
-0.4% -$17.2K 1.53% 23
2022
Q2 		$3.93M Buy
47,434
+191
+0.4% +$15.8K 1.62% 24
2022
Q1 		$3.94M Buy
47,243
+1,055
+2% +$89.2K 1.26% 27
2021
Q4 		$3.95M Sell
46,188
-2,210
-5% -$190K 1.2% 29
2021
Q3 		$4.17M Buy
48,398
+629
+1% +$54.2K 1.4% 26
2021
Q2 		$4.12M Buy
47,769
+1,449
+3% +$125K 1.44% 26
2021
Q1 		$4M Buy
46,320
+5,631
+14% +$486K 1.49% 23
2020
Q4 		$3.51M Sell
40,689
-18,231
-31% -$1.57M 1.43% 24
2020
Q3 		$5.1M Sell
58,920
-734
-1% -$63.5K 2.41% 16
2020
Q2 		$5.17M Sell
59,654
-73,930
-55% -$6.4M 2.86% 10
2020
Q1 		$11.6M Buy
133,584
+85,344
+177% +$7.29M 10.38% 3
2019
Q4 		$4.08M Sell
48,240
-1,766
-4% -$150K 2.27% 17
2019
Q3 		$4.24M Sell
50,006
-351
-0.7% -$29.7K 2.87% 15
2019
Q2 		$4.26M Sell
50,357
-531
-1% -$44.7K 2.98% 16
2019
Q1 		$4.27M Buy
+50,888
New +$4.26M 3.21% 15
2018
Q4 		– Sell
-51,850
Closed -$4.3M – 450
2018
Q3 		$4.3M Buy
51,850
+1,011
+2% +$84.1K 2.84% 17
2018
Q2 		$4.23M Sell
50,839
-209
-0.4% -$17.4K 3.01% 15
2018
Q1 		$4.26M Buy
51,048
+7,175
+16% +$600K 3.32% 13
2017
Q4 		$3.68M Buy
43,873
+1,487
+4% +$125K 2.87% 14
2017
Q3 		$3.58M Buy
42,386
+388
+0.9% +$32.8K 2.97% 12
2017
Q2 		$3.55M Buy
41,998
+281
+0.7% +$23.8K 3.08% 12
2017
Q1 		$3.52M Sell
41,717
-6
-0% -$507 3.17% 12
2016
Q4 		$3.52M Sell
41,723
-2,675
-6% -$226K 3.3% 10
2016
Q3 		$3.77M Sell
44,398
-2,184
-5% -$186K 3.54% 7
2016
Q2 		$3.97M Buy
46,582
+18
+0% +$1.53K 3.75% 7
2016
Q1 		$3.96M Buy
46,564
+9,732
+26% +$825K 3.82% 7
2015
Q4 		$3.13M Buy
+36,832
New +$3.12M 2.91% 15

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q2 2026, buying an estimated $240K and bringing the position to 64,091 shares worth $5.26M. The position accounts for 0.8% of the portfolio, ranked #42.

MinichMacGregor Wealth Management first reported a position in SHY in Q4 2015 and has held it in 42 quarters since. The position peaked at $11.6M in Q1 2020. 552 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MinichMacGregor Wealth Management held 64,091 shares of iShares 1-3 Year Treasury Bond ETF worth $5.26M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 2,924 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.8% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #42 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • MinichMacGregor Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $11.6M in Q1 2020.
  • 552 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.