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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Autumn Glory Partners's SHY Position: Q1 2026 in Review

Autumn Glory Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.2% in Q1 2026, selling an estimated $11.2K and leaving 3,062 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #180.

Autumn Glory Partners first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $419K in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Autumn Glory Partners held 3,062 shares of iShares 1-3 Year Treasury Bond ETF worth $253K as of Q1 2026.
  • Autumn Glory Partners sold 135 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Autumn Glory Partners's portfolio in Q1 2026, its #180 holding.
  • Autumn Glory Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Autumn Glory Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $419K in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.