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

Core 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	$336K	Buy	4,095 +84	+2%	+$6.91K	0.14%	126
2026 Q1	$331K	Sell	4,011 -31	-0.8%	-$2.57K	0.15%	121
2025 Q4	$335K	Buy	4,042 +1,563	+63%	+$130K	0.15%	119
2025 Q3	$206K	Sell	2,479 -521	-17%	-$43.1K	0.09%	168
2025 Q2	$249K	Buy	+3,000	New	+$248K	0.13%	146
2023 Q3	–	Sell	-2,559	Closed	-$207K	–	112
2023 Q2	$207K	Buy	+2,559	New	+$209K	0.19%	104

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

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

Core Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q2 2026, buying an estimated $6.91K and bringing the position to 4,095 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #126.

Core Wealth Partners first reported a position in SHY in Q2 2023 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Core Wealth Partners held 4,095 shares of iShares 1-3 Year Treasury Bond ETF worth $336K as of Q2 2026.
Core Wealth Partners bought 84 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.91K.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of Core Wealth Partners's portfolio in Q2 2026, its #126 holding.
Core Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 6 quarters since.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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