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

Verum 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 		– Sell
-3,051
Closed -$252K – 207
2026
Q1 		$252K Buy
3,051
+15
+0.5% +$1.24K 0.05% 156
2025
Q4 		$251K Sell
3,036
-416
-12% -$34.5K 0.05% 150
2025
Q3 		$286K Sell
3,452
-104
-3% -$8.6K 0.06% 137
2025
Q2 		$295K Sell
3,556
-379
-10% -$31.3K 0.07% 134
2025
Q1 		$326K Sell
3,935
-2,352
-37% -$193K 0.09% 114
2024
Q4 		$515K Buy
6,287
+16
+0.3% +$1.31K 0.15% 85
2024
Q3 		$521K Sell
6,271
-3,222
-34% -$266K 0.15% 84
2024
Q2 		$775K Sell
9,493
-11,587
-55% -$943K 0.25% 62
2024
Q1 		$1.72M Sell
21,080
-5,036
-19% -$412K 0.61% 42
2023
Q4 		$2.14M Buy
26,116
+282
+1% +$22.9K 0.85% 31
2023
Q3 		$2.09M Buy
+25,834
New +$2.09M 0.93% 31

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Verum Partners's SHY Position: Q2 2026 in Review

Verum Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 3,051 shares — an estimated $252K sold.

Verum Partners first reported a position in SHY in Q3 2023 and held it in 11 quarters. The position peaked at $2.14M in Q4 2023. 319 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Verum Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Verum Partners sold 3,051 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $252K.
  • Verum Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
  • Verum Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.14M in Q4 2023.
  • 319 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.