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Woodard & Company Asset Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Woodard & Company Asset Management 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 		$1.02M Buy
12,390
+9,094
+276% +$748K 0.15% 72
2026
Q1 		$272K Sell
3,296
-78
-2% -$6.46K 0.04% 101
2025
Q4 		$279K Buy
3,374
+1,107
+49% +$91.8K 0.04% 102
2025
Q3 		$188K Buy
2,267
+20
+0.9% +$1.65K 0.03% 106
2025
Q2 		$186K Buy
2,247
+21
+0.9% +$1.73K 0.03% 102
2025
Q1 		$184K Buy
2,226
+13
+0.6% +$1.07K 0.04% 103
2024
Q4 		$181K Buy
2,213
+28
+1% +$2.3K 0.04% 97
2024
Q3 		$182K Buy
2,185
+21
+1% +$1.73K 0.04% 93
2024
Q2 		$177K Buy
2,164
+20
+0.9% +$1.63K 0.04% 92
2024
Q1 		$175K Buy
2,144
+12
+0.6% +$982 0.05% 87
2023
Q4 		$175K Buy
2,132
+1,983
+1,331% +$161K 0.05% 80
2023
Q3 		$12.1K Sell
149
-110
-42% -$8.91K ﹤0.01% 86
2023
Q2 		$21K Sell
259
-28
-10% -$2.29K 0.01% 88
2023
Q1 		$23.6K Sell
287
-9,995
-97% -$815K 0.01% 88
2022
Q4 		$835K Buy
+10,282
New +$834K 0.3% 48
2022
Q3 		– Sell
-1,500
Closed -$124K – 106
2022
Q2 		$124K Buy
+1,500
New +$124K 0.05% 79
2018
Q1 		– Sell
-25,335
Closed -$2.13M – 235
2017
Q4 		$2.13M Buy
+25,335
New +$2.13M 1.85% 5

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

Woodard & Company Asset Management Group's SHY Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 276% in Q2 2026, buying an estimated $748K and bringing the position to 12,390 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #72.

Woodard & Company Asset Management Group first reported a position in SHY in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2017. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Woodard & Company Asset Management Group held 12,390 shares of iShares 1-3 Year Treasury Bond ETF worth $1.02M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 9,094 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $748K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #72 holding.
  • Woodard & Company Asset Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • Woodard & Company Asset Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.13M in Q4 2017.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.