EWA
SHY icon

EP Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$169K Buy
2,037
+398
+24% +$32.9K ﹤0.01% 1295
2025
Q1 		$136K Sell
1,639
-846
-34% -$69.6K ﹤0.01% 1208
2024
Q4 		$204K Buy
2,485
+494
+25% +$40.6K ﹤0.01% 1073
2024
Q3 		$166K Buy
1,991
+544
+38% +$44.9K ﹤0.01% 1084
2024
Q2 		$118K Sell
1,447
-421
-23% -$34.3K ﹤0.01% 813
2024
Q1 		$153K Sell
1,868
-71
-4% -$5.81K ﹤0.01% 764
2023
Q4 		$159K Buy
1,939
+145
+8% +$11.8K ﹤0.01% 742
2023
Q3 		$145K Buy
+1,794
New +$145K ﹤0.01% 700
2023
Q2 		– Sell
-3,145
Closed -$707K – 720
2023
Q1 		$707K Buy
+3,145
New +$256K 0.01% 351
2021
Q3 		– Sell
-6,756
Closed -$582K – 557
2021
Q2 		$582K Sell
6,756
-24,137
-78% -$2.08M 0.02% 313
2021
Q1 		$2.67M Buy
+30,893
New +$2.67M 0.08% 146
2020
Q4 		– Sell
-4,233
Closed -$366K – 466
2020
Q3 		$366K Buy
+4,233
New +$366K 0.02% 267

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors's SHY Position: Q2 2025 in Review

EP Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2025, buying an estimated $32.9K and bringing the position to 2,037 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

EP Wealth Advisors first reported a position in SHY in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.67M in Q1 2021. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • EP Wealth Advisors held 2,037 shares of iShares 1-3 Year Treasury Bond ETF worth $169K as of Q2 2025.
  • EP Wealth Advisors bought 398 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $32.9K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1295 holding.
  • EP Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 12 quarters since.
  • EP Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.67M in Q1 2021.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.