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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EPIQ Partners's SHY Position: Q2 2026 in Review

EPIQ Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 159% in Q2 2026, buying an estimated $353K and bringing the position to 6,996 shares worth $574K. The position accounts for 0.24% of the portfolio, ranked #58.

EPIQ Partners first reported a position in SHY in Q4 2019 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

EPIQ Partners held 6,996 shares of iShares 1-3 Year Treasury Bond ETF worth $574K as of Q2 2026.
EPIQ Partners bought 4,299 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $353K.
iShares 1-3 Year Treasury Bond ETF made up 0.24% of EPIQ Partners's portfolio in Q2 2026, its #58 holding.
EPIQ Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.