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Vista Investment Partners II’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vista Investment Partners II’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 		$200K Buy
+2,436
New +$200K 0.08% 151
2025
Q4 		– Sell
-2,553
Closed -$212K – 159
2025
Q3 		$212K Sell
2,553
-82
-3% -$6.78K 0.1% 129
2025
Q2 		$218K Sell
2,635
-11,957
-82% -$987K 0.11% 116
2025
Q1 		$1.21M Buy
+14,592
New +$1.2M 0.67% 47

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Vista Investment Partners II's SHY Position: Q2 2026 in Review

Vista Investment Partners II opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,436 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Vista Investment Partners II previously reported a position in SHY as recently as Q3 2025.

Vista Investment Partners II first reported a position in SHY in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q1 2025. 655 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Vista Investment Partners II held 2,436 shares of iShares 1-3 Year Treasury Bond ETF worth $200K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Vista Investment Partners II position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Vista Investment Partners II's portfolio in Q2 2026, its #151 holding.
  • Vista Investment Partners II first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Vista Investment Partners II's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q1 2025.
  • 655 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.