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Sovereign Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sovereign Financial 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 		$339K Buy
4,128
+39
+1% +$3.21K 0.05% 278
2026
Q1 		$338K Buy
4,089
+21
+0.5% +$1.74K 0.06% 263
2025
Q4 		$337K Buy
4,068
+47
+1% +$3.9K 0.06% 250
2025
Q3 		$334K Buy
4,021
+551
+16% +$45.6K 0.06% 245
2025
Q2 		$288K Buy
3,470
+785
+29% +$64.8K 0.06% 256
2025
Q1 		$222K Buy
2,685
+14
+0.5% +$1.15K 0.05% 262
2024
Q4 		$219K Sell
2,671
-929
-26% -$76.4K 0.05% 266
2024
Q3 		$299K Buy
3,600
+9
+0.3% +$743 0.07% 228
2024
Q2 		$293K Buy
+3,591
New +$292K 0.07% 217
2023
Q4 		– Sell
-4,042
Closed -$327K – 252
2023
Q3 		$327K Sell
4,042
-22
-0.5% -$1.78K 0.12% 166
2023
Q2 		$330K Sell
4,064
-843
-17% -$68.9K 0.11% 181
2023
Q1 		$403K Sell
4,907
-123
-2% -$10K 0.15% 144
2022
Q4 		$408K Buy
5,030
+1,218
+32% +$98.8K 0.16% 141
2022
Q3 		$310K Buy
3,812
+2
+0.1% +$165 0.13% 148
2022
Q2 		$315K Buy
3,810
+280
+8% +$23.2K 0.12% 149
2022
Q1 		$294K Hold
3,530
– – 0.11% 174
2021
Q4 		$302K Buy
3,530
+10
+0.3% +$858 0.12% 159
2021
Q3 		$303K Buy
3,520
+3
+0.1% +$259 0.17% 124
2021
Q2 		$303K Hold
3,517
– – 0.18% 113
2021
Q1 		$303K Buy
3,517
+457
+15% +$39.5K 0.19% 112
2020
Q4 		$264K Buy
+3,060
New +$264K 0.19% 107

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sovereign Financial Group's SHY Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.95% in Q2 2026, buying an estimated $3.21K and bringing the position to 4,128 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #278.

Sovereign Financial Group first reported a position in SHY in Q4 2020 and has held it in 21 quarters since. The position peaked at $408K in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Sovereign Financial Group held 4,128 shares of iShares 1-3 Year Treasury Bond ETF worth $339K as of Q2 2026.
  • Sovereign Financial Group bought 39 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.21K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #278 holding.
  • Sovereign Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Sovereign Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $408K in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.