WG
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Welch Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Welch 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 		$2.38M Sell
28,930
-533
-2% -$43.8K 0.08% 81
2026
Q1 		$2.43M Sell
29,463
-16,151
-35% -$1.34M 0.09% 80
2025
Q4 		$3.78M Buy
45,614
+7,065
+18% +$586K 0.15% 69
2025
Q3 		$3.2M Buy
38,549
+4,020
+12% +$332K 0.12% 67
2025
Q2 		$2.86M Buy
34,529
+9,337
+37% +$771K 0.12% 65
2025
Q1 		$2.08M Buy
25,192
+5,265
+26% +$433K 0.09% 69
2024
Q4 		$1.63M Buy
19,927
+2,241
+13% +$184K 0.07% 81
2024
Q3 		$1.47M Buy
17,686
+3,666
+26% +$302K 0.06% 80
2024
Q2 		$1.14M Buy
14,020
+1,753
+14% +$143K 0.06% 89
2024
Q1 		$1M Buy
12,267
+72
+0.6% +$5.89K 0.05% 84
2023
Q4 		$1M Buy
+12,195
New +$991K 0.05% 90
2023
Q1 		– Sell
-29,090
Closed -$2.36M – 224
2022
Q4 		$2.36M Buy
+29,090
New +$2.36M 0.14% 65
2020
Q2 		– Sell
-57,209
Closed -$4.96M – 149
2020
Q1 		$4.96M Buy
+57,209
New +$4.89M 0.53% 33

Other funds holding SHY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Welch Group's SHY Position: Q2 2026 in Review

Welch Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, selling an estimated $43.8K and leaving 28,930 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #81.

Welch Group first reported a position in SHY in Q1 2020 and has held it in 13 quarters since. The position peaked at $4.96M in Q1 2020. 524 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Welch Group held 28,930 shares of iShares 1-3 Year Treasury Bond ETF worth $2.38M as of Q2 2026.
  • Welch Group sold 533 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Welch Group's portfolio in Q2 2026, its #81 holding.
  • Welch Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 13 quarters since.
  • Welch Group's iShares 1-3 Year Treasury Bond ETF position peaked at $4.96M in Q1 2020.
  • 524 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.