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

Ballentine 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 		– Sell
-17,879
Closed -$1.48M – 1123
2026
Q1 		$1.48M Buy
+17,879
New +$1.48M 0.02% 265
2017
Q3 		– Sell
-6
Closed -$1K – 458
2017
Q2 		$1K Buy
+6
New +$507 ﹤0.01% 432

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ballentine Partners's SHY Position: Q2 2026 in Review

Ballentine Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 17,879 shares — an estimated $1.48M sold.

Ballentine Partners first reported a position in SHY in Q2 2017 and held it in 2 quarters. The position peaked at $1.48M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Ballentine Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 17,879 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.48M.
  • Ballentine Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 2 quarters.
  • Ballentine Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.