Klingman & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Klingman & Associates’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	$611K	Sell	7,438 -12,841	-63%	-$1.06M	0.03%	179
2026 Q1	$1.67M	Buy	+20,279	New	+$1.68M	0.08%	95
2023 Q1	–	Sell	-5,610	Closed	-$455K	–	204
2022 Q4	$455K	Sell	5,610 -1,005	-15%	-$81.5K	0.04%	123
2022 Q3	$537K	Sell	6,615 -825	-11%	-$67.9K	0.05%	102
2022 Q2	$616K	Sell	7,440 -20,988	-74%	-$1.74M	0.06%	94
2022 Q1	$2.37M	Buy	+28,428	New	+$2.4M	0.2%	46
2016 Q4	–	Sell	-35	Closed	-$3K	–	277
2016 Q3	$3K	Sell	35 -452	-93%	-$38.5K	﹤0.01%	344
2016 Q2	$42K	Buy	487 +452	+1,291%	+$38.4K	0.01%	206
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	354
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	359
2015 Q3	$2K	Hold	35	–	–	﹤0.01%	397
2015 Q2	$3K	Hold	35	–	–	﹤0.01%	375
2015 Q1	$3K	Hold	35	–	–	﹤0.01%	343
2014 Q4	$2K	Buy	+35	New	+$2.96K	﹤0.01%	363

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

Klingman & Associates's SHY Position: Q2 2026 in Review

Klingman & Associates reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 63% in Q2 2026, selling an estimated $1.06M and leaving 7,438 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #179.

Klingman & Associates first reported a position in SHY in Q4 2014 and has held it in 14 quarters since. The position peaked at $2.37M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Klingman & Associates held 7,438 shares of iShares 1-3 Year Treasury Bond ETF worth $611K as of Q2 2026.
Klingman & Associates sold 12,841 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.06M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #179 holding.
Klingman & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 14 quarters since.
Klingman & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q1 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.