Chicago Partners Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chicago Partners Investment Group’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	$296K	Sell	3,622 -1,527	-30%	-$126K	0.01%	1252
2026 Q1	$425K	Buy	+5,149	New	+$426K	0.01%	971
2021 Q3	–	Sell	-4,313	Closed	-$372K	–	595
2021 Q2	$372K	Sell	4,313 -1,616	-27%	-$139K	0.03%	385
2021 Q1	$511K	Buy	5,929 +999	+20%	+$86.2K	0.04%	304
2020 Q4	$426K	Buy	4,930 +709	+17%	+$61.3K	0.04%	307
2020 Q3	$365K	Sell	4,221 -640	-13%	-$55.4K	0.04%	282
2020 Q2	$421K	Buy	+4,861	New	+$421K	0.05%	240
2018 Q4	–	Sell	-1,920	Closed	-$160K	–	811
2018 Q3	$160K	Buy	1,920 +1,231	+179%	+$102K	0.02%	335
2018 Q2	$57K	Buy	689 +498	+261%	+$41.5K	0.01%	464
2018 Q1	$16K	Buy	+191	New	+$16K	﹤0.01%	684

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

Chicago Partners Investment Group's SHY Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q2 2026, selling an estimated $126K and leaving 3,622 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1252.

Chicago Partners Investment Group first reported a position in SHY in Q1 2018 and has held it in 10 quarters since. The position peaked at $511K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Chicago Partners Investment Group held 3,622 shares of iShares 1-3 Year Treasury Bond ETF worth $296K as of Q2 2026.
Chicago Partners Investment Group sold 1,527 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1252 holding.
Chicago Partners Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 10 quarters since.
Chicago Partners Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $511K in Q1 2021.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.