Kovitz Investment Group Partners
SHY icon

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

Kovitz Investment Group 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 		$29.2M Buy
355,292
+112,142
+46% +$9.22M 0.65% 36
2026
Q1 		$20.1M Sell
243,150
-3,513
-1% -$291K 0.47% 55
2025
Q4 		$20.4M Sell
246,663
-214,536
-47% -$17.8M 0.45% 53
2025
Q3 		$38.3M Sell
461,199
-339
-0.1% -$28K 0.15% 128
2025
Q2 		$38.2M Buy
461,538
+178,849
+63% +$14.8M 0.16% 121
2025
Q1 		$23.4M Sell
282,689
-16,996
-6% -$1.4M 0.12% 152
2024
Q4 		$24.6M Sell
299,685
-46,563
-13% -$3.83M 0.12% 150
2024
Q3 		$28.8M Sell
346,248
-33,791
-9% -$2.79M 0.2% 93
2024
Q2 		$31.1M Buy
380,039
+300,004
+375% +$24.4M 0.27% 66
2024
Q1 		$6.55M Buy
80,035
+49,664
+164% +$4.06M 0.08% 174
2023
Q4 		$2.49M Sell
30,371
-112
-0.4% -$9.1K 0.04% 221
2023
Q3 		$2.47M Buy
30,483
+5,186
+21% +$420K 0.04% 217
2023
Q2 		$2.05M Sell
25,297
-704
-3% -$57.6K 0.03% 239
2023
Q1 		$2.14M Sell
26,001
-2,404
-8% -$196K 0.04% 239
2022
Q4 		$2.31M Sell
28,405
-189
-0.7% -$15.3K 0.05% 220
2022
Q3 		$2.32M Sell
28,594
-91
-0.3% -$7.49K 0.05% 213
2022
Q2 		$2.38M Sell
28,685
-245
-0.8% -$20.3K 0.05% 216
2022
Q1 		$2.41M Sell
28,930
-1,050
-4% -$88.7K 0.05% 220
2021
Q4 		$2.59M Buy
29,980
+1,400
+5% +$120K 0.06% 191
2021
Q3 		$2.46M Buy
28,580
+26
+0.1% +$2.24K 0.05% 212
2021
Q2 		$2.46M Sell
28,554
-1,224
-4% -$106K 0.05% 222
2021
Q1 		$2.57M Sell
29,778
-202
-0.7% -$17.4K 0.06% 199
2020
Q4 		$2.59M Sell
29,980
-503
-2% -$43.5K 0.06% 186
2020
Q3 		$2.64M Sell
30,483
-1,181
-4% -$102K 0.07% 167
2020
Q2 		$2.74M Buy
+31,664
New +$2.74M 0.08% 155
2020
Q1 		– Sell
-32,572
Closed -$2.76M – 392
2019
Q4 		$2.76M Sell
32,572
-123
-0.4% -$10.4K 0.08% 168
2019
Q3 		$2.77M Sell
32,695
-3,523
-10% -$299K 0.09% 163
2019
Q2 		$3.07M Sell
36,218
-711
-2% -$59.9K 0.1% 155
2019
Q1 		$3.11M Sell
36,929
-609
-2% -$51K 0.1% 151
2018
Q4 		$3.14M Buy
+37,538
New +$3.12M 0.12% 115

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Kovitz Investment Group Partners's SHY Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 46% in Q2 2026, buying an estimated $9.22M and bringing the position to 355,292 shares worth $29.2M. The position accounts for 0.65% of the portfolio, ranked #36.

Kovitz Investment Group Partners first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $38.3M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Kovitz Investment Group Partners held 355,292 shares of iShares 1-3 Year Treasury Bond ETF worth $29.2M as of Q2 2026.
  • Kovitz Investment Group Partners bought 112,142 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.22M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.65% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #36 holding.
  • Kovitz Investment Group Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $38.3M in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.