FWP
SHY icon

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

Family 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 		$2.22M Sell
27,061
-71
-0.3% -$5.84K 0.68% 31
2026
Q1 		$2.24M Sell
27,132
-1,979
-7% -$164K 0.77% 28
2025
Q4 		$2.41M Sell
29,111
-1,446
-5% -$120K 0.87% 26
2025
Q3 		$2.53M Sell
30,557
-303
-1% -$25.1K 0.95% 23
2025
Q2 		$2.56M Sell
30,860
-558
-2% -$46.1K 1.02% 22
2025
Q1 		$2.6M Sell
31,418
-1,183
-4% -$97.3K 1.19% 20
2024
Q4 		$2.67M Buy
32,601
+2,377
+8% +$195K 1.27% 20
2024
Q3 		$2.51M Sell
30,224
-2,267
-7% -$187K 1.29% 20
2024
Q2 		$2.65M Buy
32,491
+81
+0.2% +$6.59K 1.38% 20
2024
Q1 		$2.65M Sell
32,410
-6,619
-17% -$542K 1.5% 20
2023
Q4 		$3.2M Buy
+39,029
New +$3.17M 2.47% 12

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Family Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.26% in Q2 2026, selling an estimated $5.84K and leaving 27,061 shares worth $2.22M. The position accounts for 0.68% of the portfolio, ranked #31.

Family Wealth Partners first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2023. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Family Wealth Partners held 27,061 shares of iShares 1-3 Year Treasury Bond ETF worth $2.22M as of Q2 2026.
  • Family Wealth Partners sold 71 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.84K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.68% of Family Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Family Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.2M in Q4 2023.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.