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

Edgestream 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 		$8.6M Buy
104,759
+92,197
+734% +$7.58M 0.26% 97
2026
Q1 		$1.04M Sell
12,562
-46,018
-79% -$3.81M 0.03% 623
2025
Q4 		$4.85M Sell
58,580
-42,120
-42% -$3.49M 0.14% 255
2025
Q3 		$8.35M Buy
100,700
+15,904
+19% +$1.32M 0.24% 103
2025
Q2 		$7.03M Buy
84,796
+75,638
+826% +$6.24M 0.2% 191
2025
Q1 		$758K Sell
9,158
-21,731
-70% -$1.79M 0.03% 644
2024
Q4 		$2.53M Sell
30,889
-79,166
-72% -$6.51M 0.11% 345
2024
Q3 		$9.15M Buy
110,055
+67,989
+162% +$5.61M 0.4% 14
2024
Q2 		$3.43M Buy
42,066
+31,528
+299% +$2.57M 0.17% 212
2024
Q1 		$862K Buy
10,538
+337
+3% +$27.6K 0.04% 534
2023
Q4 		$837K Buy
+10,201
New +$829K 0.06% 487

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

Edgestream Partners's SHY Position: Q2 2026 in Review

Edgestream Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 734% in Q2 2026, buying an estimated $7.58M and bringing the position to 104,759 shares worth $8.6M. The position accounts for 0.26% of the portfolio, ranked #97.

Edgestream Partners first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.15M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Edgestream Partners held 104,759 shares of iShares 1-3 Year Treasury Bond ETF worth $8.6M as of Q2 2026.
  • Edgestream Partners bought 92,197 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.58M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.26% of Edgestream Partners's portfolio in Q2 2026, its #97 holding.
  • Edgestream Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Edgestream Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $9.15M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.