Cerity Partners
SHY icon

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

Cerity 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 		$204M Sell
2,479,279
-24,362
-1% -$2M 0.25% 84
2026
Q1 		$207M Sell
2,503,641
-153,722
-6% -$12.7M 0.29% 63
2025
Q4 		$220M Buy
2,657,363
+40,213
+2% +$3.33M 0.32% 62
2025
Q3 		$217M Buy
2,617,150
+106,083
+4% +$8.77M 0.35% 53
2025
Q2 		$208M Buy
2,511,067
+39,744
+2% +$3.28M 0.37% 50
2025
Q1 		$204M Buy
2,471,323
+73,803
+3% +$6.07M 0.41% 47
2024
Q4 		$197M Buy
2,397,520
+103,266
+5% +$8.49M 0.43% 45
2024
Q3 		$191M Sell
2,294,254
-41,677
-2% -$3.44M 0.42% 43
2024
Q2 		$191M Sell
2,335,931
-37,871
-2% -$3.08M 0.5% 39
2024
Q1 		$194M Sell
2,373,802
-76,298
-3% -$6.24M 0.51% 36
2023
Q4 		$201M Buy
+2,450,100
New +$199M 0.66% 26
2023
Q3 		– Sell
-614,912
Closed -$49.8M – 1667
2023
Q2 		$49.9M Buy
614,912
+88,474
+17% +$7.23M 0.19% 116
2023
Q1 		$43.3M Buy
526,438
+248,427
+89% +$20.3M 0.1% 142
2022
Q4 		$22.6M Buy
278,011
+96,749
+53% +$7.85M 0.14% 148
2022
Q3 		$14.7M Buy
181,262
+715
+0.4% +$58.8K 0.18% 117
2022
Q2 		$14.9M Buy
180,547
+30,268
+20% +$2.51M 0.17% 129
2022
Q1 		$12.1M Buy
150,279
+18,034
+14% +$1.52M 0.19% 105
2021
Q4 		$11.3M Buy
132,245
+10,411
+9% +$893K 0.17% 110
2021
Q3 		$10.5M Buy
121,834
+8,339
+7% +$719K 0.23% 94
2021
Q2 		$9.78M Buy
113,495
+14,967
+15% +$1.29M 0.21% 95
2021
Q1 		$8.5M Buy
98,528
+7,506
+8% +$648K 0.2% 107
2020
Q4 		$7.86M Buy
+91,022
New +$7.86M 0.25% 90

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cerity Partners's SHY Position: Q2 2026 in Review

Cerity Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.97% in Q2 2026, selling an estimated $2M and leaving 2,479,279 shares worth $204M. The position accounts for 0.25% of the portfolio, ranked #84.

Cerity Partners first reported a position in SHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $220M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cerity Partners held 2,479,279 shares of iShares 1-3 Year Treasury Bond ETF worth $204M as of Q2 2026.
  • Cerity Partners sold 24,362 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.25% of Cerity Partners's portfolio in Q2 2026, its #84 holding.
  • Cerity Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Cerity Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $220M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.