Cresset Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cresset Asset 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 Q2	$1.91M	Buy	23,262 +53	+0.2%	+$4.36K	0.01%	686
2026 Q1	$1.92M	Sell	23,209 -199	-0.9%	-$16.5K	0.01%	567
2025 Q4	$1.94M	Buy	23,408 +678	+3%	+$56.2K	0.01%	578
2025 Q3	$1.89M	Buy	22,730 +16	+0.1%	+$1.32K	0.01%	552
2025 Q2	$1.88M	Sell	22,714 -2,758	-11%	-$228K	0.01%	510
2025 Q1	$2.11M	Sell	25,472 -427	-2%	-$35.1K	0.01%	525
2024 Q4	$2.12M	Buy	25,899 +317	+1%	+$26.1K	0.01%	535
2024 Q3	$2.13M	Buy	25,582 +3,405	+15%	+$281K	0.01%	786
2024 Q2	$1.81M	Buy	22,177 +11,050	+99%	+$899K	0.01%	767
2024 Q1	$910K	Buy	11,127 +1,051	+10%	+$86K	﹤0.01%	1030
2023 Q4	$827K	Buy	+10,076	New	+$819K	﹤0.01%	978
2023 Q2	–	Sell	-41,076	Closed	-$3.37M	–	1921
2023 Q1	$3.37M	Buy	41,076 +26	+0.1%	+$2.12K	0.07%	166
2022 Q4	$3.33M	Hold	41,050	–	–	0.04%	156
2022 Q3	$3.33M	Buy	+41,050	New	+$3.38M	0.04%	161
2022 Q2	–	Sell	-4,719	Closed	-$393K	–	1072
2022 Q1	$393K	Sell	4,719 -2,505	-35%	-$212K	﹤0.01%	679
2021 Q4	$618K	Buy	+7,224	New	+$620K	0.01%	626
2020 Q3	–	Sell	-17,658	Closed	-$1.53M	–	740
2020 Q2	$1.53M	Sell	17,658 -254	-1%	-$22K	0.03%	175
2020 Q1	$1.55M	Sell	17,912 -11,029	-38%	-$942K	0.05%	133
2019 Q4	$2.45M	Sell	28,941 -1,909	-6%	-$162K	0.07%	122
2019 Q3	$2.62M	Buy	30,850 +160	+0.5%	+$13.6K	0.08%	115
2019 Q2	$2.6M	Buy	30,690 +16,977	+124%	+$1.43M	0.08%	103
2019 Q1	$188K	Buy	13,713 +11,898	+656%	+$996K	0.01%	392
2018 Q4	$152K	Buy	+1,815	New	+$151K	0.01%	259

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

Cresset Asset Management's SHY Position: Q2 2026 in Review

Cresset Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.23% in Q2 2026, buying an estimated $4.36K and bringing the position to 23,262 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #686.

Cresset Asset Management first reported a position in SHY in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.37M in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cresset Asset Management held 23,262 shares of iShares 1-3 Year Treasury Bond ETF worth $1.91M as of Q2 2026.
Cresset Asset Management bought 53 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.36K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #686 holding.
Cresset Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
Cresset Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.37M in Q1 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.