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

Daymark 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 Q1	$904K	Buy	10,949 +728	+7%	+$60.3K	0.03%	311
2025 Q4	$847K	Sell	10,221 -2,999	-23%	-$249K	0.03%	306
2025 Q3	$1.1M	Buy	13,220 +7,637	+137%	+$632K	0.04%	267
2025 Q2	$463K	Hold	5,583	–	–	0.02%	365
2025 Q1	$462K	Sell	5,583 -89	-2%	-$7.32K	0.02%	336
2024 Q4	$465K	Hold	5,672	–	–	0.02%	336
2024 Q3	$472K	Buy	5,672 +211	+4%	+$17.4K	0.02%	342
2024 Q2	$446K	Buy	5,461 +300	+6%	+$24.4K	0.02%	339
2024 Q1	$422K	Sell	5,161 -75	-1%	-$6.14K	0.02%	284
2023 Q4	$430K	Buy	5,236 +1,192	+29%	+$96.9K	0.03%	271
2023 Q3	$327K	Hold	4,044	–	–	0.02%	290
2023 Q2	$328K	Sell	4,044 -300	-7%	-$24.5K	0.02%	284
2023 Q1	$357K	Sell	4,344 -5,830	-57%	-$475K	0.05%	221
2022 Q4	$826K	Buy	+10,174	New	+$825K	0.15%	110

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Daymark Wealth Partners's SHY Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.1% in Q1 2026, buying an estimated $60.3K and bringing the position to 10,949 shares worth $904K. The position accounts for 0.03% of the portfolio, ranked #311.

Daymark Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Daymark Wealth Partners held 10,949 shares of iShares 1-3 Year Treasury Bond ETF worth $904K as of Q1 2026.
Daymark Wealth Partners bought 728 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $60.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #311 holding.
Daymark Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q3 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.