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

Boston 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	$2.28M	Buy	27,818 +3,059	+12%	+$252K	﹤0.01%	585
2026 Q1	$2.04M	Buy	24,759 +3,153	+15%	+$261K	﹤0.01%	574
2025 Q4	$1.79M	Buy	21,606 +5,432	+34%	+$450K	﹤0.01%	577
2025 Q3	$1.34M	Buy	+16,174	New	+$1.34M	﹤0.01%	607
2024 Q3	–	Hold	0	–	–	–	414

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners's SHY Position: Q2 2026 in Review

Boston Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, buying an estimated $252K and bringing the position to 27,818 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Boston Partners first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Boston Partners held 27,818 shares of iShares 1-3 Year Treasury Bond ETF worth $2.28M as of Q2 2026.
Boston Partners bought 3,059 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $252K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #585 holding.
Boston Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,051 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.