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

Private 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	$4.04M	Buy	49,173 +12,062	+33%	+$992K	0.22%	102
2026 Q1	$3.06M	Buy	37,111 +1,009	+3%	+$83.5K	0.2%	105
2025 Q4	$2.99M	Buy	36,102 +2,448	+7%	+$203K	0.23%	83
2025 Q3	$2.79M	Buy	33,654 +10,348	+44%	+$856K	0.23%	84
2025 Q2	$1.93M	Sell	23,306 -27,039	-54%	-$2.23M	0.17%	85
2025 Q1	$4.17M	Sell	50,345 -8,527	-14%	-$701K	0.47%	58
2024 Q4	$4.83M	Buy	+58,872	New	+$4.84M	0.54%	50
2024 Q2	–	Sell	-67,899	Closed	-$5.55M	–	201
2024 Q1	$5.55M	Buy	67,899 +40,412	+147%	+$3.31M	0.79%	38
2023 Q4	$2.26M	Buy	+27,487	New	+$2.23M	0.39%	64
2023 Q3	–	Sell	-21,661	Closed	-$1.76M	–	217
2023 Q2	$1.76M	Buy	21,661 +1,299	+6%	+$106K	0.35%	72
2023 Q1	$1.67M	Buy	20,362 +760	+4%	+$62K	0.36%	68
2022 Q4	$1.59M	Sell	19,602 -551	-3%	-$44.7K	0.35%	69
2022 Q3	$1.64M	Buy	20,153 +605	+3%	+$49.8K	0.37%	66
2022 Q2	$1.62M	Buy	19,548 +752	+4%	+$62.4K	0.37%	62
2022 Q1	$1.57M	Buy	+18,796	New	+$1.59M	0.31%	63
2021 Q1	–	Sell	-16,163	Closed	-$1.4M	–	151
2020 Q4	$1.4M	Buy	16,163 +357	+2%	+$30.8K	0.46%	49
2020 Q3	$1.37M	Buy	15,806 +817	+5%	+$70.7K	0.55%	41
2020 Q2	$1.3M	Buy	+14,989	New	+$1.3M	0.53%	55
2020 Q1	–	Sell	-50,464	Closed	-$4.27M	–	125
2019 Q4	$4.27M	Sell	50,464 -15,856	-24%	-$1.34M	1.71%	22
2019 Q3	$5.63M	Buy	66,320 +16,313	+33%	+$1.38M	2.47%	9
2019 Q2	$4.24M	Buy	50,007 +3,190	+7%	+$269K	1.94%	14
2019 Q1	$3.92M	Hold	46,817	–	–	2.2%	10
2018 Q4	$3.92M	Buy	+46,817	New	+$3.89M	2.2%	10
2018 Q1	–	Sell	-21,294	Closed	-$1.79M	–	128
2017 Q4	$1.79M	Sell	21,294 -19,954	-48%	-$1.68M	0.96%	36
2017 Q3	$3.48M	Buy	41,248 +9,768	+31%	+$826K	2.06%	12
2017 Q2	$2.66M	Buy	31,480 +8,702	+38%	+$736K	1.58%	20
2017 Q1	$1.93M	Buy	+22,778	New	+$1.92M	1.29%	21

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

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

Private Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q2 2026, buying an estimated $992K and bringing the position to 49,173 shares worth $4.04M. The position accounts for 0.22% of the portfolio, ranked #102.

Private Advisory Group first reported a position in SHY in Q1 2017 and has held it in 27 quarters since. The position peaked at $5.63M in Q3 2019. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Private Advisory Group held 49,173 shares of iShares 1-3 Year Treasury Bond ETF worth $4.04M as of Q2 2026.
Private Advisory Group bought 12,062 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $992K.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Private Advisory Group's portfolio in Q2 2026, its #102 holding.
Private Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 27 quarters since.
Private Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.63M in Q3 2019.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.