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

Cary Street 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	$2.75M	Sell	33,457 -1,810	-5%	-$149K	0.06%	301
2026 Q1	$2.91M	Buy	35,267 +1,256	+4%	+$104K	0.07%	263
2025 Q4	$2.82M	Buy	34,011 +759	+2%	+$62.9K	0.07%	273
2025 Q3	$2.76M	Buy	33,252 +2,802	+9%	+$232K	0.07%	275
2025 Q2	$2.52M	Buy	30,450 +2,833	+10%	+$234K	0.07%	280
2025 Q1	$2.28M	Buy	27,617 +3,630	+15%	+$299K	0.07%	266
2024 Q4	$1.97M	Buy	+23,987	New	+$1.97M	0.06%	269

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

Cary Street Partners's SHY Position: Q2 2026 in Review

Cary Street Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.1% in Q2 2026, selling an estimated $149K and leaving 33,457 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #301.

Cary Street Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cary Street Partners held 33,457 shares of iShares 1-3 Year Treasury Bond ETF worth $2.75M as of Q2 2026.
Cary Street Partners sold 1,810 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $149K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #301 holding.
Cary Street Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.91M 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.