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 Q2	$3.48M	Sell	42,425 -3,016	-7%	-$248K	0.09%	87
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 $1.89T 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

Aspiriant LLC's SHY Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.6% in Q2 2026, selling an estimated $248K and leaving 42,425 shares worth $3.48M. The position accounts for 0.09% of the portfolio, ranked #87.

Aspiriant LLC first reported a position in SHY in Q2 2015 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Aspiriant LLC held 42,425 shares of iShares 1-3 Year Treasury Bond ETF worth $3.48M as of Q2 2026.
Aspiriant LLC sold 3,016 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $248K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Aspiriant LLC's portfolio in Q2 2026, its #87 holding.
Aspiriant LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 12 quarters since.
Aspiriant LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $3.75M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.