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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Grove Wealth Partners's SHY Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.09% in Q1 2026, buying an estimated $1.82K and bringing the position to 24,809 shares worth $2.05M. The position accounts for 0.47% of the portfolio, ranked #48.

Founders Grove Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Founders Grove Wealth Partners held 24,809 shares of iShares 1-3 Year Treasury Bond ETF worth $2.05M as of Q1 2026.
Founders Grove Wealth Partners bought 22 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.82K.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #48 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 6 quarters since.
Founders Grove Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $2.05M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.