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DT Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

DT Investment Partners’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 		$18.7M Buy
228,347
+28,018
+14% +$2.3M 1.4% 20
2026
Q1 		$16.5M Buy
200,329
+9,213
+5% +$763K 1.38% 22
2025
Q4 		$15.8M Buy
191,116
+32,963
+21% +$2.73M 1.31% 22
2025
Q3 		$13.1M Buy
158,153
+37,240
+31% +$3.08M 1.11% 22
2025
Q2 		$10M Buy
120,913
+5,362
+5% +$443K 0.9% 25
2025
Q1 		$9.56M Sell
115,551
-36,110
-24% -$2.97M 0.92% 26
2024
Q4 		$12.4M Buy
151,661
+1,500
+1% +$123K 1.05% 21
2024
Q3 		$12.5M Buy
150,161
+14,186
+10% +$1.17M 1.01% 22
2024
Q2 		$11.1M Buy
135,975
+7,318
+6% +$595K 0.98% 21
2024
Q1 		$10.5M Buy
128,657
+4,016
+3% +$329K 1.06% 20
2023
Q4 		$10.2M Buy
124,641
+5,809
+5% +$472K 1.11% 22
2023
Q3 		$9.62M Buy
118,832
+2,158
+2% +$175K 1.17% 22
2023
Q2 		$9.43M Buy
116,674
+3,370
+3% +$276K 1.07% 22
2023
Q1 		$9.27M Buy
113,304
+7,554
+7% +$616K 1.12% 21
2022
Q4 		$8.58M Buy
105,750
+2,344
+2% +$190K 1.13% 22
2022
Q3 		$8.4M Sell
103,406
-2,145
-2% -$177K 1.37% 19
2022
Q2 		$8.74M Buy
105,551
+103,140
+4,278% +$8.56M 1.3% 21
2022
Q1 		$201K Buy
+2,411
New +$204K 0.03% 159
2020
Q3 		– Sell
-428,164
Closed -$37.1M – 114
2020
Q2 		$37.1M Sell
428,164
-50,664
-11% -$4.39M 4.6% 6
2020
Q1 		$41.5M Sell
478,828
-16,139
-3% -$1.38M 6.74% 3
2019
Q4 		$41.9M Buy
494,967
+14,373
+3% +$1.22M 3.84% 5
2019
Q3 		$40.8M Buy
480,594
+10,290
+2% +$872K 5.28% 5
2019
Q2 		$39.9M Buy
470,304
+32,160
+7% +$2.71M 5.53% 5
2019
Q1 		$36.9M Buy
438,144
+31,557
+8% +$2.64M 5.19% 5
2018
Q4 		$34M Buy
+406,587
New +$33.8M 5.44% 5

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

DT Investment Partners's SHY Position: Q2 2026 in Review

DT Investment Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $2.3M and bringing the position to 228,347 shares worth $18.7M. The position accounts for 1.4% of the portfolio, ranked #20.

DT Investment Partners first reported a position in SHY in Q4 2018 and has held it in 25 quarters since. The position peaked at $41.9M in Q4 2019. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • DT Investment Partners held 228,347 shares of iShares 1-3 Year Treasury Bond ETF worth $18.7M as of Q2 2026.
  • DT Investment Partners bought 28,018 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.3M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.4% of DT Investment Partners's portfolio in Q2 2026, its #20 holding.
  • DT Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • DT Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $41.9M in Q4 2019.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.