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

McDonald 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	$1.62M	Buy	19,747 +903	+5%	+$74.2K	0.39%	76
2026 Q1	$1.56M	Buy	18,844 +7,310	+63%	+$605K	0.37%	77
2025 Q4	$955K	Sell	11,534 -853	-7%	-$70.7K	0.3%	83
2025 Q3	$1.03M	Buy	12,387 +704	+6%	+$58.2K	0.31%	85
2025 Q2	$968K	Buy	11,683 +7,527	+181%	+$621K	0.23%	117
2025 Q1	$344K	Hold	4,156	–	–	0.09%	194
2024 Q4	$341K	Hold	4,156	–	–	0.09%	190
2024 Q3	$346K	Hold	4,156	–	–	0.09%	189
2024 Q2	$339K	Hold	4,156	–	–	0.09%	191
2024 Q1	$340K	Buy	+4,156	New	+$340K	0.09%	194
2022 Q4	–	Sell	-9,456	Closed	-$768K	–	229
2022 Q3	$768K	Hold	9,456	–	–	0.29%	105
2022 Q2	$783K	Hold	9,456	–	–	0.2%	139
2022 Q1	$788K	Buy	9,456 +9,211	+3,760%	+$778K	0.17%	155
2021 Q4	$21K	Sell	245 -9,211	-97%	-$790K	0.02%	147
2021 Q3	$815K	Hold	9,456	–	–	0.19%	142
2021 Q2	$815K	Buy	+9,456	New	+$816K	0.19%	134

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

McDonald Partners's SHY Position: Q2 2026 in Review

McDonald Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q2 2026, buying an estimated $74.2K and bringing the position to 19,747 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #76.

McDonald Partners first reported a position in SHY in Q2 2021 and has held it in 16 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

McDonald Partners held 19,747 shares of iShares 1-3 Year Treasury Bond ETF worth $1.62M as of Q2 2026.
McDonald Partners bought 903 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.39% of McDonald Partners's portfolio in Q2 2026, its #76 holding.
McDonald Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 16 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.