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
2023
Q4 		– Sell
-1,706,026
Closed -$138M – 1893
2023
Q3 		$138M Buy
+1,706,026
New +$138M 0.67% 32

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's SHY Position: Q1 2026 in Review

Cerity Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.8% in Q1 2026, selling an estimated $12.7M and leaving 2,503,641 shares worth $207M. The position accounts for 0.29% of the portfolio, ranked #63.

Cerity Partners first reported a position in SHY in Q4 2020 and has held it in 21 quarters since. The position peaked at $220M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Cerity Partners held 2,503,641 shares of iShares 1-3 Year Treasury Bond ETF worth $207M as of Q1 2026.
  • Cerity Partners sold 153,722 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $12.7M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.29% of Cerity Partners's portfolio in Q1 2026, its #63 holding.
  • Cerity Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Cerity Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $220M in Q4 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.