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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
CI
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
AP
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
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. 365 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.
  • 365 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.