VisionPoint Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

VisionPoint Advisory 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 Q2	$4.7M	Sell	57,296 -20,974	-27%	-$1.72M	0.77%	27
2026 Q1	$6.46M	Sell	78,270 -53,375	-41%	-$4.42M	1.22%	16
2025 Q4	$10.9M	Sell	131,645 -371	-0.3%	-$30.8K	2.12%	4
2025 Q3	$11M	Sell	132,016 -13,790	-9%	-$1.14M	2.19%	4
2025 Q2	$12.1M	Buy	145,806 +3,861	+3%	+$319K	2.63%	2
2025 Q1	$11.7M	Sell	141,945 -3,608	-2%	-$297K	4.02%	3
2024 Q4	$11.9M	Sell	145,553 -32,185	-18%	-$2.65M	4.08%	3
2024 Q3	$14.8M	Buy	177,738 +10,096	+6%	+$833K	4.99%	2
2024 Q2	$13.7M	Sell	167,642 -15,952	-9%	-$1.3M	4.86%	2
2024 Q1	$15M	Sell	183,594 -64,648	-26%	-$5.29M	5.41%	2
2023 Q4	$20.4M	Buy	248,242 +72,062	+41%	+$5.86M	7.51%	2
2023 Q3	$14.3M	Buy	176,180 +33,365	+23%	+$2.7M	6.12%	1
2023 Q2	$11.6M	Sell	142,815 -4,694	-3%	-$384K	4.73%	2
2023 Q1	$12.2M	Sell	147,509 -11,607	-7%	-$946K	5.36%	2
2022 Q4	$12.9M	Buy	159,116 +93,108	+141%	+$7.55M	5.35%	2
2022 Q3	$5.36M	Buy	+66,008	New	+$5.43M	2.58%	13
2020 Q4	–	Sell	-3,296	Closed	-$285K	–	159
2020 Q3	$285K	Sell	3,296 -1,893	-36%	-$164K	0.12%	91
2020 Q2	$449K	Sell	5,189 -7,018	-57%	-$608K	0.18%	57
2020 Q1	$1.06M	Sell	12,207 -1,484	-11%	-$127K	0.5%	33
2019 Q4	$1.16M	Buy	13,691 +5,737	+72%	+$486K	0.48%	40
2019 Q3	$676K	Sell	7,954 -284	-3%	-$24.1K	0.19%	58
2019 Q2	$698K	Sell	8,238 -2,563	-24%	-$216K	0.2%	58
2019 Q1	$909K	Sell	10,801 -39	-0.4%	-$3.27K	0.26%	53
2018 Q4	$906K	Buy	+10,840	New	+$901K	0.29%	46

Other funds holding SHY

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

VisionPoint Advisory Group's SHY Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 27% in Q2 2026, selling an estimated $1.72M and leaving 57,296 shares worth $4.7M. The position accounts for 0.77% of the portfolio, ranked #27.

VisionPoint Advisory Group first reported a position in SHY in Q4 2018 and has held it in 24 quarters since. The position peaked at $20.4M in Q4 2023. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

VisionPoint Advisory Group held 57,296 shares of iShares 1-3 Year Treasury Bond ETF worth $4.7M as of Q2 2026.
VisionPoint Advisory Group sold 20,974 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.72M.
iShares 1-3 Year Treasury Bond ETF made up 0.77% of VisionPoint Advisory Group's portfolio in Q2 2026, its #27 holding.
VisionPoint Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 24 quarters since.
VisionPoint Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $20.4M in Q4 2023.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.