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

Axis Wealth 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 Q1	$741K	Sell	8,978 -197	-2%	-$16.3K	0.39%	73
2025 Q4	$760K	Sell	9,175 -2,209	-19%	-$183K	0.42%	65
2025 Q3	$944K	Sell	11,384 -2,060	-15%	-$170K	0.55%	55
2025 Q2	$1.11M	Sell	13,444 -441	-3%	-$36.4K	0.73%	41
2025 Q1	$1.15M	Buy	13,885 +9,106	+191%	+$749K	0.85%	31
2024 Q4	$392K	Buy	+4,779	New	+$393K	0.33%	90

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axis Wealth Partners's SHY Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q1 2026, selling an estimated $16.3K and leaving 8,978 shares worth $741K. The position accounts for 0.39% of the portfolio, ranked #73.

Axis Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Axis Wealth Partners held 8,978 shares of iShares 1-3 Year Treasury Bond ETF worth $741K as of Q1 2026.
Axis Wealth Partners sold 197 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $16.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.39% of Axis Wealth Partners's portfolio in Q1 2026, its #73 holding.
Axis Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.15M in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.