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

Easterly 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 Q1	$556K	Hold	6,734	–	–	0.04%	137
2025 Q4	$558K	Hold	6,734	–	–	0.03%	177
2025 Q3	$559K	Hold	6,734	–	–	0.04%	172
2025 Q2	$558K	Hold	6,734	–	–	0.04%	170
2025 Q1	$557K	Hold	6,734	–	–	0.05%	158
2024 Q4	$552K	Hold	6,734	–	–	0.04%	168
2024 Q3	$560K	Hold	6,734	–	–	0.04%	174
2024 Q2	$550K	Hold	6,734	–	–	0.05%	169
2024 Q1	$551K	Sell	6,734 -60,001	-90%	-$4.91M	0.04%	179
2023 Q4	$5.47M	Sell	66,735 -60,600	-48%	-$4.93M	0.59%	63
2023 Q3	$10.3M	Hold	127,335	–	–	1.13%	34
2023 Q2	$10.3M	Sell	127,335 -2,500	-2%	-$204K	0.91%	46
2023 Q1	$10.7M	Hold	129,835	–	–	0.94%	44
2022 Q4	$10.5M	Sell	129,835 -5,585	-4%	-$453K	0.91%	43
2022 Q3	$11M	Hold	135,420	–	–	1.05%	34
2022 Q2	$11.2M	Hold	135,420	–	–	1%	35
2022 Q1	$11.3M	Hold	135,420	–	–	0.85%	48
2021 Q4	$11.6M	Buy	+135,420	New	+$11.6M	0.85%	52

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Easterly Investment Partners's SHY Position: Q1 2026 in Review

Easterly Investment Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 6,734 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #137.

Easterly Investment Partners first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.6M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Easterly Investment Partners held 6,734 shares of iShares 1-3 Year Treasury Bond ETF worth $556K as of Q1 2026.
Easterly Investment Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Easterly Investment Partners's portfolio in Q1 2026, its #137 holding.
Easterly Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Easterly Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $11.6M in Q4 2021.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.