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Norris Perne & French’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Norris Perne & French’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 		$1.85M Buy
22,490
+9,875
+78% +$812K 0.08% 65
2026
Q1 		$1.04M Buy
12,615
+10,000
+382% +$828K 0.05% 78
2025
Q4 		$217K Buy
2,615
+100
+4% +$8.29K 0.01% 160
2025
Q3 		$209K Buy
+2,515
New +$208K 0.01% 161

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

Norris Perne & French's SHY Position: Q2 2026 in Review

Norris Perne & French increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 78% in Q2 2026, buying an estimated $812K and bringing the position to 22,490 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #65.

Norris Perne & French first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Norris Perne & French held 22,490 shares of iShares 1-3 Year Treasury Bond ETF worth $1.85M as of Q2 2026.
  • Norris Perne & French bought 9,875 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $812K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Norris Perne & French's portfolio in Q2 2026, its #65 holding.
  • Norris Perne & French first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.