K.J. Harrison & Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

K.J. Harrison & 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	$1.92M	Sell	23,200 -109	-0.5%	-$9.02K	0.32%	80
2025 Q4	$1.93M	Buy	23,309 +109	+0.5%	+$9.04K	0.26%	101
2025 Q3	$1.92M	Hold	23,200	–	–	0.27%	99
2025 Q2	$1.92M	Hold	23,200	–	–	0.32%	89
2025 Q1	$1.92M	Hold	23,200	–	–	0.38%	77
2024 Q4	$1.9M	Hold	23,200	–	–	0.3%	89
2024 Q3	$1.91M	Hold	23,200	–	–	0.29%	88
2024 Q2	$1.89M	Hold	23,200	–	–	0.31%	84
2024 Q1	$1.9M	Hold	23,200	–	–	0.29%	89
2023 Q4	$1.9M	Buy	23,200 +1,200	+5%	+$97.5K	0.32%	84
2023 Q3	$1.78M	Hold	22,000	–	–	0.4%	69
2023 Q2	$1.78M	Hold	22,000	–	–	0.32%	88
2023 Q1	$1.81M	Hold	22,000	–	–	0.37%	86
2022 Q4	$2.42M	Buy	+22,000	New	+$1.78M	0.47%	72
2020 Q1	–	Sell	-128,000	Closed	-$10.8M	–	181
2019 Q4	$10.8M	Sell	128,000 -244,190	-66%	-$20.7M	2.72%	2
2019 Q3	$31.6M	Buy	372,190 +93,190	+33%	+$7.9M	8.78%	1
2019 Q2	$23.7M	Buy	279,000 +251,000	+896%	+$21.1M	7.53%	1
2019 Q1	$2.35M	Buy	+28,000	New	+$2.34M	0.82%	42

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 $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

K.J. Harrison & Partners's SHY Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.47% in Q1 2026, selling an estimated $9.02K and leaving 23,200 shares worth $1.92M. The position accounts for 0.32% of the portfolio, ranked #80.

K.J. Harrison & Partners first reported a position in SHY in Q1 2019 and has held it in 18 quarters since. The position peaked at $31.6M in Q3 2019. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

K.J. Harrison & Partners held 23,200 shares of iShares 1-3 Year Treasury Bond ETF worth $1.92M as of Q1 2026.
K.J. Harrison & Partners sold 109 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.02K.
iShares 1-3 Year Treasury Bond ETF made up 0.32% of K.J. Harrison & Partners's portfolio in Q1 2026, its #80 holding.
K.J. Harrison & Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 18 quarters since.
K.J. Harrison & Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $31.6M in Q3 2019.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.