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

Northstar 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 		$15.5M Buy
188,803
+59,815
+46% +$4.92M 4.81% 4
2026
Q1 		$10.7M Buy
+128,988
New +$10.7M 3.97% 4
2022
Q4 		– Sell
-40,729
Closed -$3.31M – 98
2022
Q3 		$3.31M Sell
40,729
-254,211
-86% -$20.9M 2.97% 8
2022
Q2 		$24.4M Buy
294,940
+180,467
+158% +$15M 18.13% 1
2022
Q1 		$9.54M Buy
+114,473
New +$9.67M 6.14% 3

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Northstar Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 46% in Q2 2026, buying an estimated $4.92M and bringing the position to 188,803 shares worth $15.5M. The position accounts for 4.81% of the portfolio, ranked #4.

Northstar Advisory Group first reported a position in SHY in Q1 2022 and has held it in 5 quarters since. The position peaked at $24.4M in Q2 2022. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Northstar Advisory Group held 188,803 shares of iShares 1-3 Year Treasury Bond ETF worth $15.5M as of Q2 2026.
  • Northstar Advisory Group bought 59,815 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.92M.
  • iShares 1-3 Year Treasury Bond ETF made up 4.81% of Northstar Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Northstar Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
  • Northstar Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $24.4M in Q2 2022.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.