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Stephens Group Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stephens Group Asset 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
Q2 		$508K Sell
6,188
-556
-8% -$45.7K 0.03% 21
2026
Q1 		$557K Hold
6,744
– – 0.04% 21
2025
Q4 		$559K Hold
6,744
– – 0.04% 21
2025
Q3 		$559K Hold
6,744
– – 0.04% 21
2025
Q2 		$559K Buy
6,744
+3,237
+92% +$267K 0.04% 22
2025
Q1 		$290K Sell
3,507
-6,093
-63% -$501K 0.02% 29
2024
Q4 		$787K Buy
9,600
+6,093
+174% +$501K 0.07% 25
2024
Q3 		$292K Sell
3,507
-315
-8% -$26K 0.02% 32
2024
Q2 		$312K Buy
3,822
+250
+7% +$20.3K 0.03% 27
2024
Q1 		$292K Hold
3,572
– – 0.03% 26
2023
Q4 		$293K Sell
3,572
-605
-14% -$49.2K 0.03% 27
2023
Q3 		$338K Hold
4,177
– – 0.04% 22
2023
Q2 		$339K Buy
4,177
+500
+14% +$40.9K 0.03% 22
2023
Q1 		$302K Buy
3,677
+1
+0% +$82 0.03% 23
2022
Q4 		$298K Buy
3,676
+604
+20% +$49K 0.03% 24
2022
Q3 		$249K Hold
3,072
– – 0.03% 25
2022
Q2 		$255K Sell
3,072
-300
-9% -$24.9K 0.03% 25
2022
Q1 		$281K Hold
3,372
– – 0.03% 25
2021
Q4 		$288K Hold
3,372
– – 0.03% 25
2021
Q3 		$290K Hold
3,372
– – 0.03% 24
2021
Q2 		$291K Hold
3,372
– – 0.03% 23
2021
Q1 		$291K Hold
3,372
– – 0.03% 23
2020
Q4 		$291K Sell
3,372
-405
-11% -$35K 0.03% 22
2020
Q3 		$327K Hold
3,777
– – 0.04% 21
2020
Q2 		$327K Sell
3,777
-3,024
-44% -$262K 0.05% 20
2020
Q1 		$589K Sell
6,801
-519
-7% -$44.3K 0.12% 14
2019
Q4 		$619K Sell
7,320
-886
-11% -$75.1K 0.09% 17
2019
Q3 		$696K Buy
8,206
+2,098
+34% +$178K 0.1% 11
2019
Q2 		$518K Buy
6,108
+8
+0.1% +$674 0.08% 11
2019
Q1 		$513K Sell
6,100
-894
-13% -$74.8K 0.08% 11
2018
Q4 		$585K Buy
6,994
+1,233
+21% +$102K 0.11% 22
2018
Q3 		$479K Buy
5,761
+599
+12% +$49.8K 0.09% 11
2018
Q2 		$430K Buy
5,162
+741
+17% +$61.7K 0.09% 11
2018
Q1 		$369K Buy
4,421
+671
+18% +$56.1K 0.08% 11
2017
Q4 		$314K Buy
+3,750
New +$316K 0.1% 11

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Group Asset Management's SHY Position: Q2 2026 in Review

Stephens Group Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q2 2026, selling an estimated $45.7K and leaving 6,188 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #21.

Stephens Group Asset Management first reported a position in SHY in Q4 2017 and has held it in 35 quarters since. The position peaked at $787K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Stephens Group Asset Management held 6,188 shares of iShares 1-3 Year Treasury Bond ETF worth $508K as of Q2 2026.
  • Stephens Group Asset Management sold 556 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Stephens Group Asset Management's portfolio in Q2 2026, its #21 holding.
  • Stephens Group Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Stephens Group Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $787K in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.