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

Quartz 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 Q2	$304K	Sell	3,706 -485	-12%	-$39.9K	0.1%	145
2026 Q1	$346K	Sell	4,191 -484	-10%	-$40.1K	0.13%	119
2025 Q4	$387K	Hold	4,675	–	–	0.14%	117
2025 Q3	$388K	Hold	4,675	–	–	0.14%	128
2025 Q2	$387K	Hold	4,675	–	–	0.18%	118
2025 Q1	$387K	Hold	4,675	–	–	0.23%	99
2024 Q4	$383K	Hold	4,675	–	–	0.23%	111
2024 Q3	$389K	Buy	+4,675	New	+$386K	0.24%	109

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

Quartz Partners's SHY Position: Q2 2026 in Review

Quartz Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $39.9K and leaving 3,706 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #145.

Quartz Partners first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Quartz Partners held 3,706 shares of iShares 1-3 Year Treasury Bond ETF worth $304K as of Q2 2026.
Quartz Partners sold 485 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Quartz Partners's portfolio in Q2 2026, its #145 holding.
Quartz Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $389K in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.