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Vision Retirement’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vision Retirement’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 		$821 Hold
10
– – ﹤0.01% 595
2026
Q1 		$826 Hold
10
– – ﹤0.01% 603
2025
Q4 		$828 Buy
+10
New +$829 ﹤0.01% 570

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's SHY Position: Q2 2026 in Review

Vision Retirement held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 10 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Vision Retirement first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $828 in Q4 2025. 1,160 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Vision Retirement held 10 shares of iShares 1-3 Year Treasury Bond ETF worth $821 as of Q2 2026.
  • Vision Retirement left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #595 holding.
  • Vision Retirement first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares 1-3 Year Treasury Bond ETF position peaked at $828 in Q4 2025.
  • 1,160 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.