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

Guardian 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	$1.12M	Sell	13,634 -4,255	-24%	-$350K	0.1%	108
2026 Q1	$1.48M	Buy	17,889 +4,093	+30%	+$339K	0.12%	98
2025 Q4	$1.14M	Buy	13,796 +6,142	+80%	+$509K	0.09%	122
2025 Q3	$634K	Sell	7,654 -3,027	-28%	-$250K	0.05%	137
2025 Q2	$881K	Sell	10,681 -1,126	-10%	-$93K	0.08%	119
2025 Q1	$976K	Buy	11,807 +1,902	+19%	+$156K	0.1%	107
2024 Q4	$812K	Buy	+9,905	New	+$814K	0.08%	113

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Guardian Partners's SHY Position: Q2 2026 in Review

Guardian Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, selling an estimated $350K and leaving 13,634 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #108.

Guardian Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Guardian Partners held 13,634 shares of iShares 1-3 Year Treasury Bond ETF worth $1.12M as of Q2 2026.
Guardian Partners sold 4,255 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $350K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Guardian Partners's portfolio in Q2 2026, its #108 holding.
Guardian Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q1 2026.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.