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

One Advisory 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	–	Sell	-3,809	Closed	-$315K	–	78
2025 Q4	$315K	Buy	3,809 +604	+19%	+$50.1K	0.1%	55
2025 Q3	$266K	Buy	+3,205	New	+$265K	0.08%	62
2023 Q1	–	Sell	-3,065	Closed	-$249K	–	51
2022 Q4	$249K	Hold	3,065	–	–	0.16%	46
2022 Q3	$249K	Buy	+3,065	New	+$252K	0.17%	41

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

One Advisory Partners's SHY Position: Q1 2026 in Review

One Advisory Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 3,809 shares — an estimated $315K sold.

One Advisory Partners first reported a position in SHY in Q3 2022 and held it in 4 quarters. The position peaked at $315K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

One Advisory Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
One Advisory Partners sold 3,809 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $315K.
One Advisory Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
One Advisory Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $315K in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on One Advisory Partners's 13F filing for Q1 2026, filed 13 Apr 2026.