Focus Partners Wealth
SHY icon

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

Focus Partners Wealth’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 		$99.4M Sell
1,210,138
-39,639
-3% -$3.26M 0.1% 197
2026
Q1 		$103M Sell
1,249,777
-69,759
-5% -$5.77M 0.11% 182
2025
Q4 		$109M Buy
1,319,536
+53,264
+4% +$4.42M 0.12% 169
2025
Q3 		$105M Sell
1,266,272
-23,337
-2% -$1.93M 0.17% 118
2025
Q2 		$107M Buy
1,289,609
+2,021
+0.2% +$167K 0.23% 90
2025
Q1 		$107M Buy
1,287,588
+7,827
+0.6% +$644K 0.27% 78
2024
Q4 		$105M Buy
1,279,761
+739,299
+137% +$60.8M 0.27% 76
2024
Q3 		$45.3M Sell
540,462
-1,551,338
-74% -$128M 0.14% 153
2024
Q2 		$171M Buy
2,091,800
+1,294,132
+162% +$105M 0.57% 37
2024
Q1 		$65.2M Buy
797,668
+757,312
+1,877% +$62M 0.53% 40
2023
Q4 		$3.31M Buy
+40,356
New +$3.28M 0.04% 283

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

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

Focus Partners Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.2% in Q2 2026, selling an estimated $3.26M and leaving 1,210,138 shares worth $99.4M. The position accounts for 0.1% of the portfolio, ranked #197.

Focus Partners Wealth first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $171M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Focus Partners Wealth held 1,210,138 shares of iShares 1-3 Year Treasury Bond ETF worth $99.4M as of Q2 2026.
  • Focus Partners Wealth sold 39,639 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.26M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #197 holding.
  • Focus Partners Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $171M in Q2 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.