Obermeyer Wealth Partners
SHY icon

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

Obermeyer Wealth 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
Q3 		$667K Sell
8,218
-649
-7% -$53.1K 0.03% 152
2026
Q2 		$728K Sell
8,867
-351
-4% -$28.9K 0.03% 141
2026
Q1 		$761K Sell
9,218
-567
-6% -$46.9K 0.04% 134
2025
Q4 		$810K Sell
9,785
-323
-3% -$26.8K 0.04% 132
2025
Q3 		$839K Buy
10,108
+4,050
+67% +$335K 0.04% 126
2025
Q2 		$502K Buy
+6,058
New +$500K 0.03% 163
2022
Q4 		– Sell
-6,368
Closed -$517K – 236
2022
Q3 		$517K Hold
6,368
– – 0.04% 112
2022
Q2 		$527K Hold
6,368
– – 0.04% 111
2022
Q1 		$531K Hold
6,368
– – 0.03% 122
2021
Q4 		$545K Hold
6,368
– – 0.03% 121
2021
Q3 		$549K Hold
6,368
– – 0.03% 114
2021
Q2 		$549K Hold
6,368
– – 0.03% 119
2021
Q1 		$549K Sell
6,368
-875
-12% -$75.5K 0.03% 115
2020
Q4 		$626K Buy
7,243
+2,300
+47% +$199K 0.04% 75
2020
Q3 		$428K Buy
4,943
+433
+10% +$37.5K 0.03% 92
2020
Q2 		$391K Buy
4,510
+982
+28% +$85K 0.03% 89
2020
Q1 		$306K Hold
3,528
– – 0.03% 89
2019
Q4 		$299K Buy
+3,528
New +$299K 0.03% 106
2013
Q3 		– Sell
-175
Closed -$15K – 242
2013
Q2 		$15K Buy
+175
New +$14.8K ﹤0.01% 229

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Obermeyer Wealth Partners's SHY Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.3% in Q3 2026, selling an estimated $53.1K and leaving 8,218 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #152.

Obermeyer Wealth Partners first reported a position in SHY in Q2 2013 and has held it in 19 quarters since. The position peaked at $839K in Q3 2025. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Obermeyer Wealth Partners held 8,218 shares of iShares 1-3 Year Treasury Bond ETF worth $667K as of Q3 2026.
  • Obermeyer Wealth Partners sold 649 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $53.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #152 holding.
  • Obermeyer Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 19 quarters since.
  • Obermeyer Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $839K in Q3 2025.
  • 859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.