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Willis Johnson & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Willis Johnson & Associates’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 		– Sell
-5,313
Closed -$439K – 172
2026
Q1 		$439K Sell
5,313
-4,761
-47% -$394K 0.03% 123
2025
Q4 		$834K Sell
10,074
-361,167
-97% -$29.9M 0.05% 84
2025
Q3 		$30.8M Buy
371,241
+25,496
+7% +$2.11M 1.91% 13
2025
Q2 		$28.6M Buy
345,745
+6,379
+2% +$527K 1.95% 12
2025
Q1 		$28.1M Sell
339,366
-1,878
-0.6% -$154K 2.13% 12
2024
Q4 		$28M Buy
341,244
+12,244
+4% +$1.01M 2.15% 10
2024
Q3 		$27.4M Buy
329,000
+4,830
+1% +$398K 2.08% 11
2024
Q2 		$26.5M Buy
324,170
+24,228
+8% +$1.97M 2.17% 10
2024
Q1 		$24.5M Buy
299,942
+15,697
+6% +$1.28M 2.13% 10
2023
Q4 		$23.3M Buy
284,245
+6,599
+2% +$536K 2.13% 10
2023
Q3 		$22.5M Buy
277,646
+18,847
+7% +$1.53M 2.31% 11
2023
Q2 		$21M Buy
258,799
+33,417
+15% +$2.73M 2.24% 10
2023
Q1 		$18.5M Buy
225,382
+9,566
+4% +$780K 2.2% 10
2022
Q4 		$17.5M Buy
215,816
+1,203
+0.6% +$97.6K 2.28% 11
2022
Q3 		$17.4M Sell
214,613
-16,039
-7% -$1.32M 2.54% 11
2022
Q2 		$19.1M Buy
230,652
+1,195
+0.5% +$99.1K 2.66% 11
2022
Q1 		$19.1M Buy
229,457
+3,931
+2% +$332K 2.51% 13
2021
Q4 		$19.3M Buy
225,526
+9,463
+4% +$812K 2.49% 13
2021
Q3 		$18.6M Buy
216,063
+4,111
+2% +$354K 2.59% 14
2021
Q2 		$18.3M Buy
211,952
+18,204
+9% +$1.57M 2.59% 12
2021
Q1 		$16.7M Buy
193,748
+14,680
+8% +$1.27M 2.56% 12
2020
Q4 		$15.5M Buy
+179,068
New +$15.5M 2.58% 12

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

Willis Johnson & Associates's SHY Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 5,313 shares — an estimated $439K sold.

Willis Johnson & Associates first reported a position in SHY in Q4 2020 and held it in 22 quarters. The position peaked at $30.8M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,313 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $439K.
  • Willis Johnson & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 22 quarters.
  • Willis Johnson & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $30.8M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.