Castleview Partners
SHY icon

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

Castleview 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
Q3 		$305K Buy
3,753
+315
+9% +$25.8K 0.13% 161
2026
Q2 		$282K Sell
3,438
-2,145
-38% -$176K 0.12% 169
2026
Q1 		$461K Sell
5,583
-857
-13% -$70.9K 0.24% 102
2025
Q4 		$533K Sell
6,440
-563
-8% -$46.7K 0.26% 87
2025
Q3 		$581K Buy
7,003
+2,524
+56% +$209K 0.32% 68
2025
Q2 		$371K Buy
4,479
+1,490
+50% +$123K 0.24% 103
2025
Q1 		$247K Sell
2,989
-12,412
-81% -$1.02M 0.17% 147
2024
Q4 		$1.26M Sell
15,401
-2,272
-13% -$187K 0.68% 31
2024
Q3 		$1.47M Buy
17,673
+2,696
+18% +$222K 0.85% 22
2024
Q2 		$1.22M Sell
14,977
-973
-6% -$79.2K 0.7% 29
2024
Q1 		$1.3M Sell
15,950
-3,992
-20% -$327K 0.73% 24
2023
Q4 		$1.64M Buy
19,942
+12,021
+152% +$977K 1.15% 13
2023
Q3 		$641K Buy
7,921
+3,045
+62% +$247K 0.59% 31
2023
Q2 		$395K Buy
4,876
+175
+4% +$14.3K 0.36% 60
2023
Q1 		$386K Sell
4,701
-69
-1% -$5.62K 0.34% 70
2022
Q4 		$387K Buy
4,770
+241
+5% +$19.6K 0.38% 66
2022
Q3 		$368K Buy
4,529
+4,491
+11,818% +$370K 0.35% 65
2022
Q2 		$8.6K Sell
38
-420
-92% -$34.8K 0.01% 477
2022
Q1 		$38K Buy
+458
New +$38.7K 0.02% 378

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Castleview Partners's SHY Position: Q3 2026 in Review

Castleview Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.2% in Q3 2026, buying an estimated $25.8K and bringing the position to 3,753 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #161.

Castleview Partners first reported a position in SHY in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2023. 337 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Castleview Partners held 3,753 shares of iShares 1-3 Year Treasury Bond ETF worth $305K as of Q3 2026.
  • Castleview Partners bought 315 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $25.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Castleview Partners's portfolio in Q3 2026, its #161 holding.
  • Castleview Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Castleview Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.64M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.