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

BIP Wealth’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 		$239K Sell
2,907
-49
-2% -$4.03K 0.01% 508
2026
Q1 		$244K Buy
2,956
+92
+3% +$7.62K 0.01% 412
2025
Q4 		$237K Hold
2,864
– – 0.01% 407
2025
Q3 		$238K Buy
+2,864
New +$237K 0.01% 275
2025
Q1 		– Sell
-2,509
Closed -$206K – 290
2024
Q4 		$206K Buy
+2,509
New +$206K 0.01% 256

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIP Wealth's SHY Position: Q2 2026 in Review

BIP Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.7% in Q2 2026, selling an estimated $4.03K and leaving 2,907 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #508.

BIP Wealth first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • BIP Wealth held 2,907 shares of iShares 1-3 Year Treasury Bond ETF worth $239K as of Q2 2026.
  • BIP Wealth sold 49 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.03K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #508 holding.
  • BIP Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • BIP Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $244K in Q1 2026.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.