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

Prosperity Consulting 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
Q1 		$780K Buy
9,443
+1,250
+15% +$103K 0.03% 282
2025
Q4 		$679K Buy
8,193
+1,763
+27% +$146K 0.03% 308
2025
Q3 		$533K Buy
+6,430
New +$532K 0.03% 336
2024
Q2 		– Sell
-4,211
Closed -$344K – 333
2024
Q1 		$344K Buy
+4,211
New +$345K 0.04% 261

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Consulting Group's SHY Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q1 2026, buying an estimated $103K and bringing the position to 9,443 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #282.

Prosperity Consulting Group first reported a position in SHY in Q1 2024 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Prosperity Consulting Group held 9,443 shares of iShares 1-3 Year Treasury Bond ETF worth $780K as of Q1 2026.
  • Prosperity Consulting Group bought 1,250 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #282 holding.
  • Prosperity Consulting Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.