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

NorthRock 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	$336K	Sell	4,087 -156	-4%	-$12.8K	﹤0.01%	509
2026 Q1	$350K	Buy	4,243 +733	+21%	+$60.7K	0.01%	487
2025 Q4	$291K	Sell	3,510 -398	-10%	-$33K	﹤0.01%	486
2025 Q3	$324K	Sell	3,908 -3,367	-46%	-$278K	0.01%	673
2025 Q2	$603K	Sell	7,275 -429	-6%	-$35.4K	0.02%	352
2025 Q1	$637K	Sell	7,704 -6,303	-45%	-$518K	0.02%	296
2024 Q4	$1.15M	Sell	14,007 -631	-4%	-$51.9K	0.04%	185
2024 Q3	$1.22M	Buy	14,638 +969	+7%	+$79.9K	0.04%	192
2024 Q2	$1.12M	Sell	13,669 -22,597	-62%	-$1.84M	0.04%	183
2024 Q1	$2.97M	Buy	36,266 +1,599	+5%	+$131K	0.11%	96
2023 Q4	$2.84M	Buy	34,667 +13,472	+64%	+$1.1M	0.12%	89
2023 Q3	$1.72M	Buy	+21,195	New	+$1.72M	0.18%	61
2020 Q3	–	Sell	-4,503	Closed	-$390K	–	234
2020 Q2	$390K	Sell	4,503 -6,003	-57%	-$520K	0.05%	135
2020 Q1	$911K	Sell	10,506 -7,514	-42%	-$642K	0.13%	83
2019 Q4	$1.52M	Sell	18,020 -28,826	-62%	-$2.44M	0.16%	78
2019 Q3	$3.97M	Buy	+46,846	New	+$3.97M	0.54%	43

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

NorthRock Partners's SHY Position: Q2 2026 in Review

NorthRock Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.7% in Q2 2026, selling an estimated $12.8K and leaving 4,087 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

NorthRock Partners first reported a position in SHY in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.97M in Q3 2019. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

NorthRock Partners held 4,087 shares of iShares 1-3 Year Treasury Bond ETF worth $336K as of Q2 2026.
NorthRock Partners sold 156 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.8K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #509 holding.
NorthRock Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 16 quarters since.
NorthRock Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.97M in Q3 2019.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.