Diversified Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Diversified Trust’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	$390K	Buy	+4,801	New	+$392K	0.01%	766

Other funds holding SHY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Diversified Trust's SHY Position: Q3 2026 in Review

Diversified Trust opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 4,801 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings.

859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Diversified Trust held 4,801 shares of iShares 1-3 Year Treasury Bond ETF worth $390K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Diversified Trust position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #766 holding.
859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.