COMPASS FINANCIAL MANAGEMENT LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$132K	Buy	+1,612	New	+$133K	0.02%	500

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SHY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 1,612 shares worth $132K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings.

1,014 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,612 shares of iShares 1-3 Year Treasury Bond ETF worth $132K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #500 holding.
1,014 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.