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 Q3	$992K	Sell	12,212 -1,422	-10%	-$116K	0.09%	119
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Guardian Partners's SHY Position: Q3 2026 in Review

Guardian Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q3 2026, selling an estimated $116K and leaving 12,212 shares worth $992K. The position accounts for 0.09% of the portfolio, ranked #119.

Guardian Partners first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q1 2026. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Guardian Partners held 12,212 shares of iShares 1-3 Year Treasury Bond ETF worth $992K as of Q3 2026.
Guardian Partners sold 1,422 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $116K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Guardian Partners's portfolio in Q3 2026, its #119 holding.
Guardian Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q1 2026.
543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.