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

&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	$6.9M	Sell	83,517 -4,817	-5%	-$399K	0.03%	439
2025 Q4	$7.3M	Buy	88,334 +17,774	+25%	+$1.47M	0.04%	385
2025 Q3	$5.85M	Buy	70,560 +11,500	+19%	+$951K	0.04%	383
2025 Q2	$4.89M	Sell	59,060 -13,784	-19%	-$1.14M	0.04%	369
2025 Q1	$6.02M	Sell	72,844 -16,884	-19%	-$1.39M	0.06%	259
2024 Q4	$7.31M	Sell	89,728 -38,498	-30%	-$3.16M	0.09%	224
2024 Q3	$10.7M	Buy	128,226 +46,467	+57%	+$3.83M	0.21%	110
2024 Q2	$6.68M	Buy	81,759 +63,536	+349%	+$5.17M	0.29%	84
2024 Q1	$1.49M	Buy	+18,223	New	+$1.49M	0.21%	98

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

&Partners's SHY Position: Q1 2026 in Review

&Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.5% in Q1 2026, selling an estimated $399K and leaving 83,517 shares worth $6.9M. The position accounts for 0.03% of the portfolio, ranked #439.

&Partners first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.7M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

&Partners held 83,517 shares of iShares 1-3 Year Treasury Bond ETF worth $6.9M as of Q1 2026.
&Partners sold 4,817 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $399K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #439 holding.
&Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $10.7M in Q3 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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