Simon Quick Advisors
SHY icon

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

Simon Quick 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
Q3 		$856K Sell
10,545
-31
-0.3% -$2.53K 0.03% 228
2026
Q2 		$868K Hold
10,576
– – 0.04% 210
2026
Q1 		$873K Sell
10,576
-3
-0% -$248 0.04% 193
2025
Q4 		$876K Buy
10,579
+61
+0.6% +$5.06K 0.04% 200
2025
Q3 		$873K Buy
10,518
+37
+0.4% +$3.06K 0.04% 204
2025
Q2 		$868K Buy
10,481
+42
+0.4% +$3.47K 0.04% 200
2025
Q1 		$864K Buy
10,439
+84
+0.8% +$6.91K 0.05% 185
2024
Q4 		$849K Buy
10,355
+42
+0.4% +$3.45K 0.05% 175
2024
Q3 		$858K Buy
10,313
+513
+5% +$42.3K 0.05% 173
2024
Q2 		$800K Hold
9,800
– – 0.06% 158
2024
Q1 		$801K Sell
9,800
-1,173
-11% -$96K 0.06% 144
2023
Q4 		$900K Buy
10,973
+604
+6% +$49.1K 0.08% 119
2023
Q3 		$840K Buy
10,369
+4
+0% +$324 0.08% 122
2023
Q2 		$840K Sell
10,365
-218
-2% -$17.8K 0.08% 114
2023
Q1 		$870K Buy
+10,583
New +$863K 0.09% 101
2021
Q2 		– Sell
-369
Closed -$31K – 476
2021
Q1 		$31K Hold
369
– – 0.01% 318
2020
Q4 		$32K Buy
+369
New +$31.9K 0.01% 292
2020
Q2 		– Sell
-47
Closed -$4K – 498
2020
Q1 		$4K Buy
+47
New +$4.01K ﹤0.01% 369
2019
Q3 		– Sell
-74
Closed -$6.27K – 499
2019
Q2 		$6.27K Buy
+74
New +$6.23K ﹤0.01% 265

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Simon Quick Advisors's SHY Position: Q3 2026 in Review

Simon Quick Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.29% in Q3 2026, selling an estimated $2.53K and leaving 10,545 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #228.

Simon Quick Advisors first reported a position in SHY in Q2 2019 and has held it in 19 quarters since. The position peaked at $900K in Q4 2023. 452 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Simon Quick Advisors held 10,545 shares of iShares 1-3 Year Treasury Bond ETF worth $856K as of Q3 2026.
  • Simon Quick Advisors sold 31 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.53K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #228 holding.
  • Simon Quick Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Simon Quick Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $900K in Q4 2023.
  • 452 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.