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 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 $1.66T 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

Quartz Partners's SHY Position: Q1 2026 in Review

Quartz Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q1 2026, selling an estimated $40.1K and leaving 4,191 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #119.

Quartz Partners first reported a position in SHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $389K in Q3 2024. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Quartz Partners held 4,191 shares of iShares 1-3 Year Treasury Bond ETF worth $346K as of Q1 2026.
Quartz Partners sold 484 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $40.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Quartz Partners's portfolio in Q1 2026, its #119 holding.
Quartz Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $389K in Q3 2024.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.