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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Obermeyer Wealth Partners's SHY Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.8% in Q1 2026, selling an estimated $46.9K and leaving 9,218 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #134.

Obermeyer Wealth Partners first reported a position in SHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $839K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Obermeyer Wealth Partners held 9,218 shares of iShares 1-3 Year Treasury Bond ETF worth $761K as of Q1 2026.
Obermeyer Wealth Partners sold 567 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $46.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #134 holding.
Obermeyer Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 17 quarters since.
Obermeyer Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $839K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.