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Partners Capital Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Partners Capital Investment Group’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 		$9.73M Buy
117,887
+11,511
+11% +$953K 0.37% 39
2025
Q4 		$8.81M Buy
106,376
+14,647
+16% +$1.21M 0.33% 40
2025
Q3 		$7.61M Sell
91,729
-12,884
-12% -$1.07M 0.3% 41
2025
Q2 		$8.67M Sell
104,613
-244,038
-70% -$20.1M 0.35% 38
2025
Q1 		$28.8M Buy
348,651
+82,008
+31% +$6.74M 0.49% 34
2024
Q4 		$21.9M Sell
266,643
-148,834
-36% -$12.2M 0.6% 31
2024
Q3 		$34.5M Sell
415,477
-12,772
-3% -$1.05M 0.55% 33
2024
Q2 		$35M Buy
428,249
+200,825
+88% +$16.3M 0.59% 30
2024
Q1 		$18.6M Sell
227,424
-41,641
-15% -$3.41M 0.5% 36
2023
Q4 		$22.1M Sell
269,065
-227,023
-46% -$18.5M 0.48% 34
2023
Q3 		$40.2M Sell
496,088
-405,667
-45% -$32.9M 0.96% 22
2023
Q2 		$73.1M Buy
901,755
+341,931
+61% +$28M 1.56% 16
2023
Q1 		$46M Buy
559,824
+446,262
+393% +$36.4M 1.98% 13
2022
Q4 		$9.22M Buy
113,562
+79,439
+233% +$6.45M 0.44% 50
2022
Q3 		$2.77M Buy
34,123
+11,162
+49% +$919K 0.16% 79
2022
Q2 		$1.9M Sell
22,961
-593
-3% -$49.2K 0.13% 86
2022
Q1 		$1.96M Sell
23,554
-3,208
-12% -$271K 0.1% 90
2021
Q4 		$2.29M Buy
26,762
+689
+3% +$59.1K 0.11% 92
2021
Q3 		$2.25M Buy
26,073
+4,570
+21% +$394K 0.1% 87
2021
Q2 		$1.85M Sell
21,503
-344
-2% -$29.7K 0.08% 110
2021
Q1 		$1.88M Buy
21,847
+11,307
+107% +$976K 0.08% 117
2020
Q4 		$910K Buy
10,540
+18
+0.2% +$1.55K 0.05% 100
2020
Q3 		$910K Sell
10,522
-11,641
-53% -$1.01M 0.06% 94
2020
Q2 		$1.92M Buy
22,163
+8,234
+59% +$713K 0.09% 76
2020
Q1 		$1.21M Buy
13,929
+2,982
+27% +$255K 0.08% 71
2019
Q4 		$926K Buy
+10,947
New +$927K 0.07% 75

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

Partners Capital Investment Group's SHY Position: Q1 2026 in Review

Partners Capital Investment Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q1 2026, buying an estimated $953K and bringing the position to 117,887 shares worth $9.73M. The position accounts for 0.37% of the portfolio, ranked #39.

Partners Capital Investment Group first reported a position in SHY in Q4 2019 and has held it in 26 quarters since. The position peaked at $73.1M in Q2 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Partners Capital Investment Group held 117,887 shares of iShares 1-3 Year Treasury Bond ETF worth $9.73M as of Q1 2026.
  • Partners Capital Investment Group bought 11,511 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $953K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.37% of Partners Capital Investment Group's portfolio in Q1 2026, its #39 holding.
  • Partners Capital Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Partners Capital Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $73.1M in Q2 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.