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

Essential 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	$113K	Buy	1,387 +12	+0.9%	+$981	0.05%	399
2026 Q2	$113K	Sell	1,375 -54	-4%	-$4.44K	0.05%	383
2026 Q1	$118K	Buy	1,429 +7	+0.5%	+$579	0.04%	386
2025 Q4	$118K	Buy	1,422 +17	+1%	+$1.41K	0.04%	408
2025 Q3	$117K	Buy	1,405 +13	+0.9%	+$1.08K	0.04%	408
2025 Q2	$115K	Buy	+1,392	New	+$115K	0.05%	338

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

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

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Essential Partners's SHY Position: Q3 2026 in Review

Essential Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.87% in Q3 2026, buying an estimated $981 and bringing the position to 1,387 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #399.

Essential Partners first reported a position in SHY in Q2 2025 and has held it in 6 quarters since. The position peaked at $118K in Q1 2026. 344 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Essential Partners held 1,387 shares of iShares 1-3 Year Treasury Bond ETF worth $113K as of Q3 2026.
Essential Partners bought 12 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $981.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Essential Partners's portfolio in Q3 2026, its #399 holding.
Essential Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $118K in Q1 2026.
344 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.