Question 1

How many shares of SHY does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 410,527 shares of SHY (ISHARES 1-3 YEAR TREASURY BO).

Question 2

What is Steward Partners Investment Advisory, LLC's SHY position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SHY position is worth $33.7M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SHY?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their SHY position (-61.7% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SHY?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SHY in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	410,527	-61.7%	$33.7M	0.2%	$81.62	0
2026-Q1	Decreased	1.1M	-27.1%	$88.6M	0.5%	$81.35	0
2025-Q4	Decreased	1.5M	-17.0%	$122M	0.7%	$81.13	0
2025-Q3	Increased	1.8M	+1113.5%	$147.3M	0.8%	$80.27	69
2025-Q2	Decreased	146,286	-3.4%	$12.1M	0.1%	$79.41	0
2025-Q1	Increased	151,467	+270.2%	$12.5M	0.1%	$78.51	54
2024-Q4	Decreased	40,913	-9.1%	$3.4M	0.0%	$77.31	0
2024-Q3	Decreased	44,998	-8.3%	$3.7M	0.0%	$77.37	0
2024-Q2	Decreased	49,093	-20.4%	$4M	0.0%	$75.21	0
2024-Q1	Increased	61,704	+68.7%	$5M	0.1%	$74.60	40
2023-Q4	Increased	36,578	+6.4%	$3M	0.0%	$74.39	28
2023-Q3	Decreased	34,392	-8.6%	$2.8M	0.0%	$72.58	0
2023-Q2	Decreased	37,632	-34.7%	$3.1M	0.0%	$72.12	0
2023-Q1	Decreased	57,633	-24.4%	$4.7M	0.1%	$72.57	0
2022-Q4	Increased	76,225	+291.6%	$6.2M	0.1%	$71.42	52
2022-Q3	Decreased	19,464	-80.3%	$1.6M	0.0%	$70.93	0
2022-Q2	Increased	98,687	+573.4%	$8.2M	0.1%	$72.08	53
2022-Q1	Decreased	14,656	-36.9%	$1.2M	0.0%	$72.44	0
2021-Q4	Decreased	23,228	-8.8%	$2M	0.0%	$74.30	0
2021-Q3	Increased	25,460	+1.6%	$2.2M	0.0%	$74.76	26
2021-Q2	Decreased	25,062	-54.7%	$2.2M	0.0%	$74.73	0
2021-Q1	Increased	55,376	+181.3%	$2.4B	0.0%	$74.77	51
2020-Q4	Increased	19,683	+1.9%	$1.7M	0.0%	$74.84	26
2020-Q3	Decreased	19,314	-4.0%	$1.7M	0.0%	$74.83	0
2020-Q2	Unchanged	20,126	0.0%	$1.7M	0.0%	$74.78	0
2020-Q1	Increased	20,126	+35.7%	$1.7M	0.1%	$74.61	33
2019-Q4	Increased	14,836	+30.0%	$1.3M	0.0%	$72.64	32
2019-Q3	Increased	11,415	+30.8%	$968,000	0.0%	$72.33	32
2019-Q2	Increased	8,729	+93.2%	$740,000	0.0%	$71.91	39
2019-Q1	New	4,518	-	$380,000	0.0%	$70.94	33

SHY30 quarters

SHY
30 quarters