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

Concord 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	$21.4K	Buy	+261	New	+$21.5K	﹤0.01%	471
2026 Q1	–	Sell	-409	Closed	-$33.9K	–	680
2025 Q4	$33.9K	Sell	409 -88	-18%	-$7.29K	﹤0.01%	377
2025 Q3	$41.2K	Sell	497 -63	-11%	-$5.21K	0.01%	362
2025 Q2	$46.4K	Buy	+560	New	+$46.2K	0.01%	352
2023 Q4	–	Sell	-88	Closed	-$7.13K	–	996
2023 Q3	$7.13K	Buy	88 +1	+1%	+$81	﹤0.01%	670
2023 Q2	$7.09K	Buy	+87	New	+$7.11K	﹤0.01%	652
2023 Q1	–	Sell	-202	Closed	-$16.4K	–	1191
2022 Q4	$16.4K	Buy	+202	New	+$16.4K	﹤0.01%	562

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

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

Concord Wealth Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 261 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SHY as recently as Q4 2025.

Concord Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 7 quarters since. The position peaked at $46.4K in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Concord Wealth Partners held 261 shares of iShares 1-3 Year Treasury Bond ETF worth $21.4K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Concord Wealth Partners position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #471 holding.
Concord Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 7 quarters since.
Concord Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $46.4K in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.