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

Aspect 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	$20M	Buy	+245,690	New	+$20.1M	7.55%	3

Other funds holding SHY

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Aspect Partners's SHY Position: Q3 2026 in Review

Aspect Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 245,690 shares worth $20M. The stake represents 7.55% of the portfolio and ranks #3 among its holdings.

281 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Aspect Partners held 245,690 shares of iShares 1-3 Year Treasury Bond ETF worth $20M as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Aspect Partners position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 7.55% of Aspect Partners's portfolio in Q3 2026, its #3 holding.
281 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.