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 Q2	$697K	Sell	8,487 -491	-5%	-$40.4K	0.33%	81
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axis Wealth Partners's SHY Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.5% in Q2 2026, selling an estimated $40.4K and leaving 8,487 shares worth $697K. The position accounts for 0.33% of the portfolio, ranked #81.

Axis Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Axis Wealth Partners held 8,487 shares of iShares 1-3 Year Treasury Bond ETF worth $697K as of Q2 2026.
Axis Wealth Partners sold 491 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.33% of Axis Wealth Partners's portfolio in Q2 2026, its #81 holding.
Axis Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.15M in Q1 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.