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 Q2	$766K	Sell	9,326 -117	-1%	-$9.62K	0.03%	311
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 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

Prosperity Consulting Group's SHY Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q2 2026, selling an estimated $9.62K and leaving 9,326 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #311.

Prosperity Consulting Group first reported a position in SHY in Q1 2024 and has held it in 5 quarters since. The position peaked at $780K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Prosperity Consulting Group held 9,326 shares of iShares 1-3 Year Treasury Bond ETF worth $766K as of Q2 2026.
Prosperity Consulting Group sold 117 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.62K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #311 holding.
Prosperity Consulting Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
Prosperity Consulting Group's iShares 1-3 Year Treasury Bond ETF position peaked at $780K in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.