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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
2026
Q2 		$253K Buy
+3,077
New +$253K ﹤0.01% 1384
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 $1.89T 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

EP Wealth Advisors's SHY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,077 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SHY as recently as Q2 2025.

EP Wealth Advisors first reported a position in SHY in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.67M in Q1 2021. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • EP Wealth Advisors held 3,077 shares of iShares 1-3 Year Treasury Bond ETF worth $253K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1384 holding.
  • EP Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 13 quarters since.
  • EP Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.67M in Q1 2021.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.