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 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 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

Edgestream Partners's SHY Position: Q1 2026 in Review

Edgestream Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 79% in Q1 2026, selling an estimated $3.81M and leaving 12,562 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #623.

Edgestream Partners first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.15M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Edgestream Partners held 12,562 shares of iShares 1-3 Year Treasury Bond ETF worth $1.04M as of Q1 2026.
Edgestream Partners sold 46,018 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.81M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #623 holding.
Edgestream Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Edgestream Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $9.15M in Q3 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.