Lee, Danner & Bass’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lee, Danner & Bass’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	$395K	Hold	4,865	–	–	0.02%	202
2026 Q2	$399K	Hold	4,865	–	–	0.02%	203
2026 Q1	$402K	Sell	4,865 -100	-2%	-$8.28K	0.03%	197
2025 Q4	$411K	Hold	4,965	–	–	0.03%	185
2025 Q3	$412K	Sell	4,965 -250	-5%	-$20.7K	0.03%	187
2025 Q2	$432K	Hold	5,215	–	–	0.03%	178
2025 Q1	$431K	Sell	5,215 -750	-13%	-$61.7K	0.03%	175
2024 Q4	$489K	Buy	+5,965	New	+$490K	0.04%	172
2020 Q3	–	Sell	-24,800	Closed	-$2.15M	–	183
2020 Q2	$2.15M	Buy	+24,800	New	+$2.15M	0.27%	78

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lee, Danner & Bass's SHY Position: Q3 2026 in Review

Lee, Danner & Bass held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 4,865 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #202.

Lee, Danner & Bass first reported a position in SHY in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.15M in Q2 2020. 801 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Lee, Danner & Bass held 4,865 shares of iShares 1-3 Year Treasury Bond ETF worth $395K as of Q3 2026.
Lee, Danner & Bass left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #202 holding.
Lee, Danner & Bass first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 9 quarters since.
Lee, Danner & Bass's iShares 1-3 Year Treasury Bond ETF position peaked at $2.15M in Q2 2020.
801 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.