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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
Q2 		$894K Sell
10,893
-56
-0.5% -$4.61K 0.02% 356
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Daymark Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.51% in Q2 2026, selling an estimated $4.61K and leaving 10,893 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #356.

Daymark Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Daymark Wealth Partners held 10,893 shares of iShares 1-3 Year Treasury Bond ETF worth $894K as of Q2 2026.
  • Daymark Wealth Partners sold 56 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.61K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • Daymark Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.