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 Q3	$4.29M	Sell	52,893 -4,403	-8%	-$360K	0.68%	33
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%	-$3.26K	0.26%	53
2018 Q4	$906K	Buy	+10,840	New	+$901K	0.29%	46

Other funds holding SHY

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

VisionPoint Advisory Group's SHY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.7% in Q3 2026, selling an estimated $360K and leaving 52,893 shares worth $4.29M. The position accounts for 0.68% of the portfolio, ranked #33.

VisionPoint Advisory Group first reported a position in SHY in Q4 2018 and has held it in 25 quarters since. The position peaked at $20.4M in Q4 2023. 284 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

VisionPoint Advisory Group held 52,893 shares of iShares 1-3 Year Treasury Bond ETF worth $4.29M as of Q3 2026.
VisionPoint Advisory Group sold 4,403 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $360K.
iShares 1-3 Year Treasury Bond ETF made up 0.68% of VisionPoint Advisory Group's portfolio in Q3 2026, its #33 holding.
VisionPoint Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
VisionPoint Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $20.4M in Q4 2023.
284 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.