Quadrant Private Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quadrant Private Wealth Management’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 Q3	$478K	Buy	+5,891	New	+$482K	0.06%	183

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Quadrant Private Wealth Management's SHY Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 5,891 shares worth $478K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings.

797 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Quadrant Private Wealth Management held 5,891 shares of iShares 1-3 Year Treasury Bond ETF worth $478K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Quadrant Private Wealth Management position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #183 holding.
797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.