Perennial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Perennial Advisors’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 Q2	$3.78M	Buy	46,088 +1,335	+3%	+$110K	0.58%	52
2026 Q1	$3.7M	Buy	44,753 +2,287	+5%	+$189K	0.63%	53
2025 Q4	$3.52M	Buy	42,466 +4,661	+12%	+$386K	0.59%	50
2025 Q3	$3.14M	Buy	37,805 +3,771	+11%	+$312K	0.54%	53
2025 Q2	$2.82M	Buy	34,034 +1,618	+5%	+$134K	0.52%	53
2025 Q1	$2.68M	Buy	32,416 +9,215	+40%	+$758K	0.53%	52
2024 Q4	$1.9M	Buy	+23,201	New	+$1.91M	0.41%	53
2024 Q2	$1.77M	Buy	21,718 +924	+4%	+$75.2K	0.4%	56
2024 Q1	$1.7M	Buy	20,794 +3,129	+18%	+$256K	0.4%	55
2023 Q4	$1.45M	Buy	17,665 +845	+5%	+$68.7K	0.36%	61
2023 Q3	$1.36M	Buy	16,820 +529	+3%	+$42.8K	0.37%	59
2023 Q2	$1.32M	Buy	16,291 +453	+3%	+$37K	0.34%	59
2023 Q1	$1.3M	Buy	15,838 +2,867	+22%	+$234K	0.37%	57
2022 Q4	$1.05M	Buy	+12,971	New	+$1.05M	0.33%	54

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perennial Advisors's SHY Position: Q2 2026 in Review

Perennial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3% in Q2 2026, buying an estimated $110K and bringing the position to 46,088 shares worth $3.78M. The position accounts for 0.58% of the portfolio, ranked #52.

Perennial Advisors first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Perennial Advisors held 46,088 shares of iShares 1-3 Year Treasury Bond ETF worth $3.78M as of Q2 2026.
Perennial Advisors bought 1,335 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $110K.
iShares 1-3 Year Treasury Bond ETF made up 0.58% of Perennial Advisors's portfolio in Q2 2026, its #52 holding.
Perennial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.