Ewing Morris & Co Investment Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ewing Morris & Co Investment 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 Q1	–	Sell	-6,892	Closed	-$578K	–	94
2025 Q4	$578K	Sell	6,892 -413	-6%	-$34.2K	0.25%	65
2025 Q3	$606K	Buy	7,305 +315	+5%	+$26.1K	0.26%	64
2025 Q2	$579K	Buy	6,990 +4,716	+207%	+$389K	0.26%	67
2025 Q1	$271K	Sell	2,274 -300	-12%	-$24.7K	0.09%	88
2024 Q4	$211K	Buy	+2,574	New	+$212K	0.07%	86

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ewing Morris & Co Investment Partners's SHY Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 6,892 shares — an estimated $578K sold.

Ewing Morris & Co Investment Partners first reported a position in SHY in Q4 2024 and held it in 5 quarters. The position peaked at $606K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Ewing Morris & Co Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 6,892 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $578K.
Ewing Morris & Co Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Ewing Morris & Co Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $606K in Q3 2025.
1,219 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.