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VestGen Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

VestGen Advisors’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 		$4.57M Buy
55,712
+15,572
+39% +$1.28M 0.13% 152
2026
Q1 		$3.3M Buy
40,140
+10,301
+35% +$853K 0.09% 205
2025
Q4 		$2.47M Buy
29,839
+17,226
+137% +$1.43M 0.11% 205
2025
Q3 		$1.05M Buy
12,613
+930
+8% +$76.9K 0.03% 364
2025
Q2 		$968K Buy
11,683
+1,879
+19% +$155K 0.04% 330
2025
Q1 		$811K Buy
+9,804
New +$806K 0.04% 325

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

VestGen Advisors's SHY Position: Q2 2026 in Review

VestGen Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 39% in Q2 2026, buying an estimated $1.28M and bringing the position to 55,712 shares worth $4.57M. The position accounts for 0.13% of the portfolio, ranked #152.

VestGen Advisors first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • VestGen Advisors held 55,712 shares of iShares 1-3 Year Treasury Bond ETF worth $4.57M as of Q2 2026.
  • VestGen Advisors bought 15,572 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.28M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #152 holding.
  • VestGen Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.