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

Investment Research 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 		$3.35M Buy
40,764
+22,257
+120% +$1.83M 1.13% 19
2026
Q1 		$1.53M Buy
18,507
+961
+5% +$79.6K 0.62% 32
2025
Q4 		$1.45M Buy
17,546
+1,379
+9% +$114K 0.62% 30
2025
Q3 		$1.34M Buy
+16,167
New +$1.34M 0.6% 32

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Investment Research Partners's SHY Position: Q2 2026 in Review

Investment Research Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 120% in Q2 2026, buying an estimated $1.83M and bringing the position to 40,764 shares worth $3.35M. The position accounts for 1.13% of the portfolio, ranked #19.

Investment Research Partners first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 981 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Investment Research Partners held 40,764 shares of iShares 1-3 Year Treasury Bond ETF worth $3.35M as of Q2 2026.
  • Investment Research Partners bought 22,257 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.83M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.13% of Investment Research Partners's portfolio in Q2 2026, its #19 holding.
  • Investment Research Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 981 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.