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

SageView 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	$1.11M	Buy	13,558 +2,268	+20%	+$186K	0.04%	232
2026 Q1	$932K	Sell	11,290 -2,744	-20%	-$227K	0.03%	243
2025 Q4	$1.16M	Sell	14,034 -1,496	-10%	-$124K	0.04%	237
2025 Q3	$1.29M	Sell	15,530 -3,422	-18%	-$283K	0.04%	235
2025 Q2	$1.56M	Buy	18,952 +7,378	+64%	+$609K	0.06%	179
2025 Q1	$958K	Buy	11,574 +608	+6%	+$50K	0.04%	233
2024 Q4	$899K	Buy	10,966 +6,166	+128%	+$507K	0.04%	237
2024 Q3	$399K	Buy	+4,800	New	+$396K	0.02%	333
2024 Q2	–	Hold	0	–	–	–	270
2023 Q4	–	Sell	-107,845	Closed	-$8.77M	–	353
2023 Q3	$8.73M	Sell	107,845 -2,913	-3%	-$236K	0.5%	30
2023 Q2	$8.98M	Sell	110,758 -1,469	-1%	-$120K	0.5%	32
2023 Q1	$9.22M	Buy	112,227 +102,327	+1,034%	+$8.34M	0.59%	28
2022 Q4	$804K	Buy	+9,900	New	+$803K	0.07%	179

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

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

SageView Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, buying an estimated $186K and bringing the position to 13,558 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #232.

SageView Advisory Group first reported a position in SHY in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.22M in Q1 2023. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SageView Advisory Group held 13,558 shares of iShares 1-3 Year Treasury Bond ETF worth $1.11M as of Q2 2026.
SageView Advisory Group bought 2,268 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $186K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #232 holding.
SageView Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $9.22M in Q1 2023.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.