Aspiriant LLC
SHY icon

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
Q3 		$3.19M Sell
39,257
-3,168
-7% -$259K 0.08% 86
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
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

Aspiriant LLC's SHY Position: Q3 2026 in Review

Aspiriant LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.5% in Q3 2026, selling an estimated $259K and leaving 39,257 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #86.

Aspiriant LLC first reported a position in SHY in Q2 2015 and has held it in 13 quarters since. The position peaked at $3.75M in Q1 2026. 417 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Aspiriant LLC held 39,257 shares of iShares 1-3 Year Treasury Bond ETF worth $3.19M as of Q3 2026.
  • Aspiriant LLC sold 3,168 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $259K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Aspiriant LLC's portfolio in Q3 2026, its #86 holding.
  • Aspiriant LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 13 quarters since.
  • Aspiriant LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $3.75M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.