Compass Financial Management
SHY icon

Compass Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Compass Financial Management’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 		$131K Hold
1,612
– – 0.01% 548
2026
Q2 		$132K Buy
+1,612
New +$133K 0.02% 500

Other funds holding SHY

Morgan Stanley
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Compass Financial Management's SHY Position: Q3 2026 in Review

Compass Financial Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 1,612 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #548.

Compass Financial Management first reported a position in SHY in Q2 2026 and has held it in 2 quarters since. The position peaked at $132K in Q2 2026. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Compass Financial Management held 1,612 shares of iShares 1-3 Year Treasury Bond ETF worth $131K as of Q3 2026.
  • Compass Financial Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #548 holding.
  • Compass Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $132K in Q2 2026.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.