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 Q3	$21.3K	Buy	262 +1	+0.4%	+$82	﹤0.01%	454
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%	-$7.3K	﹤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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concord Wealth Partners's SHY Position: Q3 2026 in Review

Concord Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.38% in Q3 2026, buying an estimated $82 and bringing the position to 262 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Concord Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 8 quarters since. The position peaked at $46.4K in Q2 2025. 805 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Concord Wealth Partners held 262 shares of iShares 1-3 Year Treasury Bond ETF worth $21.3K as of Q3 2026.
Concord Wealth Partners bought 1 iShares 1-3 Year Treasury Bond ETF share in Q3 2026, an estimated $82.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #454 holding.
Concord Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Concord Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $46.4K in Q2 2025.
805 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.