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Tempus Wealth Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tempus Wealth Planning’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 		$307K Sell
3,742
-138
-4% -$11.3K 0.06% 230
2026
Q1 		$320K Sell
3,880
-243
-6% -$20.1K 0.07% 213
2025
Q4 		$341K Hold
4,123
– – 0.08% 206
2025
Q3 		$342K Hold
4,123
– – 0.08% 213
2025
Q2 		$342K Buy
4,123
+517
+14% +$42.7K 0.09% 196
2025
Q1 		$298K Buy
3,606
+243
+7% +$20K 0.09% 199
2024
Q4 		$276K Hold
3,363
– – 0.08% 202
2024
Q3 		$280K Buy
3,363
+433
+15% +$35.7K 0.1% 178
2024
Q2 		$239K Sell
2,930
-33
-1% -$2.69K 0.1% 174
2024
Q1 		$242K Hold
2,963
– – 0.11% 173
2023
Q4 		$243K Sell
2,963
-1,132
-28% -$92K 0.11% 165
2023
Q3 		$332K Sell
4,095
-668
-14% -$54.1K 0.17% 117
2023
Q2 		$386K Sell
4,763
-122
-2% -$9.97K 0.17% 123
2023
Q1 		$401K Sell
4,885
-273
-5% -$22.3K 0.2% 109
2022
Q4 		$419K Buy
5,158
+199
+4% +$16.1K 0.25% 106
2022
Q3 		$403K Buy
4,959
+1,223
+33% +$101K 0.27% 102
2022
Q2 		$309K Hold
3,736
– – 0.25% 100
2022
Q1 		$311K Hold
3,736
– – 0.22% 103
2021
Q4 		$320K Hold
3,736
– – 0.17% 119
2021
Q3 		$322K Hold
3,736
– – 0.18% 120
2021
Q2 		$322K Sell
3,736
-385
-9% -$33.2K 0.21% 117
2021
Q1 		$355K Hold
4,121
– – 0.38% 71
2020
Q4 		$356K Hold
4,121
– – 0.46% 49
2020
Q3 		$357K Hold
4,121
– – 0.52% 43
2020
Q2 		$357K Hold
4,121
– – 0.53% 39
2020
Q1 		$357K Sell
4,121
-12
-0.3% -$1.02K 0.59% 31
2019
Q4 		$350K Buy
+4,133
New +$350K 0.31% 51

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

Tempus Wealth Planning's SHY Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.6% in Q2 2026, selling an estimated $11.3K and leaving 3,742 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #230.

Tempus Wealth Planning first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $419K in Q4 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Tempus Wealth Planning held 3,742 shares of iShares 1-3 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • Tempus Wealth Planning sold 138 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #230 holding.
  • Tempus Wealth Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $419K 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.