Corient Private Wealth
SHY icon

Corient Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Corient Private Wealth’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 		$26.8M Sell
326,906
-28,637
-8% -$2.35M 0.04% 342
2026
Q1 		$29.2M Sell
355,543
-3,253
-0.9% -$269K 0.04% 325
2025
Q4 		$29.7M Buy
358,796
+18,250
+5% +$1.51M 0.04% 325
2025
Q3 		$28.3M Sell
340,546
-39,570
-10% -$3.27M 0.04% 330
2025
Q2 		$31.5M Sell
380,116
-766,242
-67% -$63.3M 0.04% 304
2025
Q1 		$94.8M Buy
1,146,358
+538,949
+89% +$44.3M 0.15% 147
2024
Q4 		$31.5M Sell
607,409
-205,541
-25% -$16.9M 0.05% 303
2024
Q3 		$67.6M Buy
812,950
+424,505
+109% +$35M 0.11% 190
2024
Q2 		$31.7M Sell
388,445
-14,795
-4% -$1.2M 0.06% 301
2024
Q1 		$33M Sell
403,240
-18,831
-4% -$1.54M 0.06% 294
2023
Q4 		$34.6M Sell
422,071
-20,460
-5% -$1.66M 0.06% 287
2023
Q3 		$35.8M Buy
442,531
+362,115
+450% +$29.3M 0.08% 252
2023
Q2 		$6.52M Sell
80,416
-6,301
-7% -$515K 0.02% 562
2023
Q1 		$7.12M Buy
86,717
+9,428
+12% +$769K 0.02% 494
2022
Q4 		$6.27M Buy
+77,289
New +$6.27M 0.02% 445

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Corient Private Wealth's SHY Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.1% in Q2 2026, selling an estimated $2.35M and leaving 326,906 shares worth $26.8M. The position accounts for 0.04% of the portfolio, ranked #342.

Corient Private Wealth first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $94.8M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Corient Private Wealth held 326,906 shares of iShares 1-3 Year Treasury Bond ETF worth $26.8M as of Q2 2026.
  • Corient Private Wealth sold 28,637 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.35M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #342 holding.
  • Corient Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $94.8M in Q1 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.