Argyle Capital Partners
SHY icon

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

Argyle Capital 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
Q3 		$1.79M Sell
22,067
-5,608
-20% -$458K 1.11% 27
2026
Q2 		$2.27M Sell
27,675
-3,838
-12% -$316K 1.43% 17
2026
Q1 		$2.6M Sell
31,513
-2,677
-8% -$222K 1.87% 7
2025
Q4 		$2.83M Buy
34,190
+1,606
+5% +$133K 2.07% 7
2025
Q3 		$2.7M Buy
32,584
+14,571
+81% +$1.21M 1.94% 7
2025
Q2 		$1.49M Buy
18,013
+180
+1% +$14.9K 1.23% 18
2025
Q1 		$1.48M Buy
17,833
+2,846
+19% +$234K 1.26% 22
2024
Q4 		$1.23M Buy
+14,987
New +$1.23M 1.05% 30

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Edge Wealth Management
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TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Argyle Capital Partners's SHY Position: Q3 2026 in Review

Argyle Capital Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q3 2026, selling an estimated $458K and leaving 22,067 shares worth $1.79M. The position accounts for 1.11% of the portfolio, ranked #27.

Argyle Capital Partners first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q4 2025. 417 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Argyle Capital Partners held 22,067 shares of iShares 1-3 Year Treasury Bond ETF worth $1.79M as of Q3 2026.
  • Argyle Capital Partners sold 5,608 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $458K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.11% of Argyle Capital Partners's portfolio in Q3 2026, its #27 holding.
  • Argyle Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Argyle Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.83M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.