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

Destiny 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	–	Sell	-2,411	Closed	-$199K	–	933
2026 Q1	$199K	Buy	+2,411	New	+$200K	0.02%	229
2025 Q4	–	Sell	-2,411	Closed	-$200K	–	222
2025 Q3	$200K	Buy	+2,411	New	+$199K	0.02%	200
2021 Q3	–	Sell	-3,460	Closed	-$298K	–	520
2021 Q2	$298K	Sell	3,460 -3,458	-50%	-$298K	0.06%	159
2021 Q1	$597K	Sell	6,918 -337	-5%	-$29.1K	0.12%	93
2020 Q4	$627K	Buy	+7,255	New	+$627K	0.13%	92

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

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

Destiny Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,411 shares — an estimated $199K sold.

Destiny Wealth Partners first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $627K in Q4 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,411 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $199K.
Destiny Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Destiny Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $627K in Q4 2020.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.