Evelyn Partners Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Evelyn Partners Asset Management’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 Q1	$1.3M	Buy	15,787 +25	+0.2%	+$2.07K	0.32%	58
2025 Q4	$1.31M	Buy	15,762 +1,955	+14%	+$162K	0.31%	62
2025 Q3	$1.15M	Buy	13,807 +17	+0.1%	+$1.41K	0.26%	59
2025 Q2	$1.14M	Buy	13,790 +1,239	+10%	+$102K	0.29%	57
2025 Q1	$1.04M	Buy	12,551 +2,620	+26%	+$215K	0.29%	57
2024 Q4	$814K	Buy	+9,931	New	+$816K	0.22%	60

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evelyn Partners Asset Management's SHY Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.16% in Q1 2026, buying an estimated $2.07K and bringing the position to 15,787 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #58.

Evelyn Partners Asset Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Evelyn Partners Asset Management held 15,787 shares of iShares 1-3 Year Treasury Bond ETF worth $1.3M as of Q1 2026.
Evelyn Partners Asset Management bought 25 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.07K.
iShares 1-3 Year Treasury Bond ETF made up 0.32% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #58 holding.
Evelyn Partners Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.31M in Q4 2025.
1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.