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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NorthRock Partners's SHY Position: Q1 2026 in Review

NorthRock Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q1 2026, buying an estimated $60.7K and bringing the position to 4,243 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #487.

NorthRock Partners first reported a position in SHY in Q3 2019 and has held it in 15 quarters since. The position peaked at $3.97M in Q3 2019. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • NorthRock Partners held 4,243 shares of iShares 1-3 Year Treasury Bond ETF worth $350K as of Q1 2026.
  • NorthRock Partners bought 733 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $60.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #487 holding.
  • NorthRock Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • NorthRock Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.97M in Q3 2019.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.