Aspiriant LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aspiriant LLC’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 Q1	$3.75M	Buy	45,441 +3,288	+8%	+$272K	0.11%	82
2025 Q4	$3.49M	Buy	42,153 +33,254	+374%	+$2.76M	0.1%	87
2025 Q3	$738K	Sell	8,899 -3,823	-30%	-$316K	0.02%	172
2025 Q2	$1.05M	Buy	12,722 +5,249	+70%	+$433K	0.03%	144
2025 Q1	$618K	Buy	7,473 +1,418	+23%	+$117K	0.02%	170
2024 Q4	$496K	Sell	6,055 -80	-1%	-$6.58K	0.02%	189
2024 Q3	$510K	Buy	6,135 +1,390	+29%	+$115K	0.02%	187
2024 Q2	$387K	Hold	4,745	–	–	0.02%	202
2024 Q1	$388K	Buy	+4,745	New	+$388K	0.02%	221
2015 Q4	–	Sell	-2,390	Closed	-$203K	–	88
2015 Q3	$203K	Hold	2,390	–	–	0.02%	102
2015 Q2	$203K	Buy	+2,390	New	+$203K	0.02%	110

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC's SHY Position: Q1 2026 in Review

Aspiriant LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.8% in Q1 2026, buying an estimated $272K and bringing the position to 45,441 shares worth $3.75M. The position accounts for 0.11% of the portfolio, ranked #82.

Aspiriant LLC first reported a position in SHY in Q2 2015 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Aspiriant LLC held 45,441 shares of iShares 1-3 Year Treasury Bond ETF worth $3.75M as of Q1 2026.
Aspiriant LLC bought 3,288 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $272K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Aspiriant LLC's portfolio in Q1 2026, its #82 holding.
Aspiriant LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.