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

Autumn Glory 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 Q2	$250K	Sell	3,042 -20	-0.7%	-$1.65K	0.07%	193
2026 Q1	$253K	Sell	3,062 -135	-4%	-$11.2K	0.09%	180
2025 Q4	$265K	Hold	3,197	–	–	0.09%	176
2025 Q3	$265K	Sell	3,197 -81	-2%	-$6.7K	0.11%	163
2025 Q2	$272K	Sell	3,278 -219	-6%	-$18.1K	0.13%	154
2025 Q1	$289K	Hold	3,497	–	–	0.14%	136
2024 Q4	$287K	Sell	3,497 -520	-13%	-$42.7K	0.14%	136
2024 Q3	$334K	Sell	4,017 -390	-9%	-$32.2K	0.13%	158
2024 Q2	$360K	Hold	4,407	–	–	0.18%	112
2024 Q1	$360K	Hold	4,407	–	–	0.18%	112
2023 Q4	$362K	Sell	4,407 -120	-3%	-$9.75K	0.21%	106
2023 Q3	$367K	Buy	4,527 +288	+7%	+$23.3K	0.22%	99
2023 Q2	$344K	Sell	4,239 -866	-17%	-$70.8K	0.25%	95
2023 Q1	$419K	Buy	5,105 +458	+10%	+$37.3K	0.36%	73
2022 Q4	$377K	Buy	4,647 +1,168	+34%	+$94.8K	0.2%	128
2022 Q3	$283K	Buy	3,479 +665	+24%	+$54.7K	0.19%	112
2022 Q2	$233K	Buy	+2,814	New	+$233K	0.17%	128

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

Autumn Glory Partners's SHY Position: Q2 2026 in Review

Autumn Glory Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.65% in Q2 2026, selling an estimated $1.65K and leaving 3,042 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #193.

Autumn Glory Partners first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $419K in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Autumn Glory Partners held 3,042 shares of iShares 1-3 Year Treasury Bond ETF worth $250K as of Q2 2026.
Autumn Glory Partners sold 20 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.65K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Autumn Glory Partners's portfolio in Q2 2026, its #193 holding.
Autumn Glory Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Autumn Glory Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $419K in Q1 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.