V2 Financial group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

V2 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 Q1	–	Sell	-2,418	Closed	-$200K	–	112
2025 Q4	$200K	Hold	2,418	–	–	0.1%	96
2025 Q3	$201K	Hold	2,418	–	–	0.11%	91
2025 Q2	$200K	Buy	+2,418	New	+$200K	0.12%	84
2022 Q1	–	Sell	-2,375	Closed	-$203K	–	70
2021 Q4	$203K	Sell	2,375 -125	-5%	-$10.7K	0.16%	70
2021 Q3	$215K	Hold	2,500	–	–	0.19%	56
2021 Q2	$215K	Hold	2,500	–	–	0.18%	55
2021 Q1	$216K	Hold	2,500	–	–	0.19%	52
2020 Q4	$216K	Buy	+2,500	New	+$216K	0.22%	60

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

V2 Financial group's SHY Position: Q1 2026 in Review

V2 Financial group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 2,418 shares — an estimated $200K sold.

V2 Financial group first reported a position in SHY in Q4 2020 and held it in 8 quarters. The position peaked at $216K in Q4 2020. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

V2 Financial group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
V2 Financial group sold 2,418 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $200K.
V2 Financial group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 8 quarters.
V2 Financial group's iShares 1-3 Year Treasury Bond ETF position peaked at $216K in Q4 2020.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.