Americana Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Americana Partners’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	$81.6M	Buy	993,588 +38,905	+4%	+$3.2M	1.84%	11
2026 Q1	$78.8M	Buy	954,683 +946,208	+11,165%	+$78.3M	2.05%	8
2025 Q4	$702K	Buy	8,475 +369	+5%	+$30.6K	0.02%	299
2025 Q3	$672K	Buy	8,106 +1	+0%	+$83	0.02%	293
2025 Q2	$672K	Sell	8,105 -24	-0.3%	-$1.98K	0.02%	275
2025 Q1	$673K	Sell	8,129 -3,732	-31%	-$307K	0.03%	241
2024 Q4	$972K	Buy	11,861 +426	+4%	+$35K	0.04%	222
2024 Q3	$951K	Hold	11,435	–	–	0.06%	196
2024 Q2	$934K	Hold	11,435	–	–	0.07%	187
2024 Q1	$935K	Sell	11,435 -125,253	-92%	-$10.3M	0.08%	183
2023 Q4	$11M	Buy	136,688 +27,291	+25%	+$2.22M	1.05%	23
2023 Q3	$14.9M	Sell	109,397 -95,331	-47%	-$7.72M	1.61%	13
2023 Q2	$16.6M	Buy	204,728 +145,846	+248%	+$11.9M	2.14%	9
2023 Q1	$4.84M	Buy	+58,882	New	+$4.8M	0.76%	32
2020 Q1	–	Sell	-54	Closed	-$4K	–	416
2019 Q4	$4K	Buy	+54	New	+$4.58K	﹤0.01%	516

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Americana Partners's SHY Position: Q2 2026 in Review

Americana Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q2 2026, buying an estimated $3.2M and bringing the position to 993,588 shares worth $81.6M. The position accounts for 1.84% of the portfolio, ranked #11.

Americana Partners first reported a position in SHY in Q4 2019 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Americana Partners held 993,588 shares of iShares 1-3 Year Treasury Bond ETF worth $81.6M as of Q2 2026.
Americana Partners bought 38,905 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.2M.
iShares 1-3 Year Treasury Bond ETF made up 1.84% of Americana Partners's portfolio in Q2 2026, its #11 holding.
Americana Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.