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

Founders Grove 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	$1.92M	Sell	23,404 -1,405	-6%	-$116K	0.38%	59
2026 Q1	$2.05M	Buy	24,809 +22	+0.1%	+$1.82K	0.47%	48
2025 Q4	$2.05M	Buy	24,787 +5,034	+25%	+$417K	0.46%	50
2025 Q3	$1.64M	Buy	19,753 +9,010	+84%	+$745K	0.39%	54
2025 Q2	$890K	Buy	10,743 +1,111	+12%	+$91.7K	0.22%	74
2025 Q1	$797K	Sell	9,632 -2,459	-20%	-$202K	0.22%	77
2024 Q4	$991K	Buy	+12,091	New	+$994K	0.29%	70

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

Founders Grove Wealth Partners's SHY Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.7% in Q2 2026, selling an estimated $116K and leaving 23,404 shares worth $1.92M. The position accounts for 0.38% of the portfolio, ranked #59.

Founders Grove Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Founders Grove Wealth Partners held 23,404 shares of iShares 1-3 Year Treasury Bond ETF worth $1.92M as of Q2 2026.
Founders Grove Wealth Partners sold 1,405 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $116K.
iShares 1-3 Year Treasury Bond ETF made up 0.38% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #59 holding.
Founders Grove Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.05M in Q4 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.