SJGA
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Stephen J. Garry & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stephen J. Garry & Associates’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 		$2.04M Buy
24,793
+1,417
+6% +$117K 1.49% 14
2026
Q1 		$1.93M Sell
23,376
-3,352
-13% -$277K 1.55% 14
2025
Q4 		$2.21M Sell
26,728
-984
-4% -$81.6K 1.76% 13
2025
Q3 		$2.3M Sell
27,712
-2,160
-7% -$179K 1.84% 13
2025
Q2 		$2.48M Buy
29,872
+3,415
+13% +$282K 2.14% 13
2025
Q1 		$2.19M Buy
26,457
+2,215
+9% +$182K 2.05% 13
2024
Q4 		$1.99M Sell
24,242
-52,205
-68% -$4.29M 1.84% 13
2024
Q3 		$6.36M Sell
76,447
-21,781
-22% -$1.8M 6.04% 6
2024
Q2 		$8.02M Buy
98,228
+3,244
+3% +$264K 8.12% 2
2024
Q1 		$7.77M Buy
94,984
+7,234
+8% +$592K 8.04% 2
2023
Q4 		$7.2M Buy
+87,750
New +$7.13M 7.97% 2

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Stephen J. Garry & Associates's SHY Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q2 2026, buying an estimated $117K and bringing the position to 24,793 shares worth $2.04M. The position accounts for 1.49% of the portfolio, ranked #14.

Stephen J. Garry & Associates first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.02M in Q2 2024. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Stephen J. Garry & Associates held 24,793 shares of iShares 1-3 Year Treasury Bond ETF worth $2.04M as of Q2 2026.
  • Stephen J. Garry & Associates bought 1,417 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.49% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #14 holding.
  • Stephen J. Garry & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stephen J. Garry & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $8.02M in Q2 2024.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.