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

EPIQ 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 Q3	$400K	Sell	4,926 -2,070	-30%	-$169K	0.17%	65
2026 Q2	$574K	Buy	6,996 +4,299	+159%	+$353K	0.24%	58
2026 Q1	$223K	Buy	+2,697	New	+$223K	0.1%	80
2020 Q2	–	Sell	-4,165	Closed	-$361K	–	62
2020 Q1	$361K	Sell	4,165 -2,230	-35%	-$190K	0.4%	49
2019 Q4	$541K	Buy	+6,395	New	+$542K	0.55%	46

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EPIQ Partners's SHY Position: Q3 2026 in Review

EPIQ Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q3 2026, selling an estimated $169K and leaving 4,926 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #65.

EPIQ Partners first reported a position in SHY in Q4 2019 and has held it in 5 quarters since. The position peaked at $574K in Q2 2026. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

EPIQ Partners held 4,926 shares of iShares 1-3 Year Treasury Bond ETF worth $400K as of Q3 2026.
EPIQ Partners sold 2,070 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $169K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of EPIQ Partners's portfolio in Q3 2026, its #65 holding.
EPIQ Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
EPIQ Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $574K in Q2 2026.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.