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

Bouvel Investment 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	–	Sell	-76,128	Closed	-$6.29M	–	92
2026 Q1	$6.29M	Sell	76,128 -1,676	-2%	-$139K	1.82%	21
2025 Q4	$6.44M	Buy	77,804 +3,860	+5%	+$320K	1.86%	15
2025 Q3	$6.13M	Buy	73,944 +48,463	+190%	+$4.01M	1.88%	17
2025 Q2	$2.11M	Buy	+25,481	New	+$2.1M	0.71%	51
2023 Q3	–	Sell	-73,210	Closed	-$5.94M	–	80
2023 Q2	$5.94M	Sell	73,210 -57,204	-44%	-$4.68M	3.25%	4
2023 Q1	$10.7M	Sell	130,414 -14,915	-10%	-$1.22M	6.26%	1
2022 Q4	$11.8M	Sell	145,329 -430	-0.3%	-$34.9K	7.61%	1
2022 Q3	$11.8M	Buy	145,759 +56,777	+64%	+$4.67M	7.89%	1
2022 Q2	$7.37M	Buy	+88,982	New	+$7.38M	5.55%	1

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bouvel Investment Partners's SHY Position: Q2 2026 in Review

Bouvel Investment Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 76,128 shares — an estimated $6.29M sold.

Bouvel Investment Partners first reported a position in SHY in Q2 2022 and held it in 9 quarters. The position peaked at $11.8M in Q3 2022. 367 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bouvel Investment Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Bouvel Investment Partners sold 76,128 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.29M.
Bouvel Investment Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 9 quarters.
Bouvel Investment Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $11.8M in Q3 2022.
367 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.