Sound View Wealth Advisors Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sound View Wealth Advisors 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	$814K	Hold	9,914	–	–	0.05%	224
2026 Q1	$819K	Hold	9,914	–	–	0.06%	215
2025 Q4	$821K	Hold	9,914	–	–	0.06%	211
2025 Q3	$822K	Hold	9,914	–	–	0.06%	215
2025 Q2	$821K	Sell	9,914 -25	-0.3%	-$2.06K	0.06%	210
2025 Q1	$822K	Sell	9,939 -61	-0.6%	-$5.02K	0.07%	201
2024 Q4	$820K	Hold	10,000	–	–	0.07%	205
2024 Q3	$832K	Buy	10,000 +61	+0.6%	+$5.03K	0.07%	202
2024 Q2	$812K	Sell	9,939 -15	-0.2%	-$1.22K	0.08%	178
2024 Q1	$814K	Sell	9,954 -25	-0.3%	-$2.05K	0.09%	186
2023 Q4	$819K	Hold	9,979	–	–	0.09%	182
2023 Q3	$808K	Buy	9,979 +25	+0.3%	+$2.02K	0.1%	166
2023 Q2	$807K	Hold	9,954	–	–	0.11%	172
2023 Q1	$818K	Sell	9,954 -25	-0.3%	-$2.04K	0.11%	168
2022 Q4	$819K	Buy	+9,979	New	+$810K	0.09%	182

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

Sound View Wealth Advisors Group's SHY Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 9,914 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #224.

Sound View Wealth Advisors Group first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $832K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sound View Wealth Advisors Group held 9,914 shares of iShares 1-3 Year Treasury Bond ETF worth $814K as of Q2 2026.
Sound View Wealth Advisors Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #224 holding.
Sound View Wealth Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sound View Wealth Advisors Group's iShares 1-3 Year Treasury Bond ETF position peaked at $832K in Q3 2024.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.