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

Gateway 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	$2.93M	Buy	35,676 +7,936	+29%	+$653K	0.18%	144
2026 Q1	$2.29M	Buy	27,740 +21,527	+346%	+$1.78M	0.09%	232
2025 Q4	$515K	Sell	6,213 -644	-9%	-$53.4K	0.06%	270
2025 Q3	$569K	Buy	+6,857	New	+$567K	0.08%	226
2023 Q2	–	Sell	-4,576	Closed	-$376K	–	256
2023 Q1	$376K	Sell	4,576 -107	-2%	-$8.72K	0.06%	149
2022 Q4	$380K	Buy	+4,683	New	+$380K	0.07%	128

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

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

Gateway Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 29% in Q2 2026, buying an estimated $653K and bringing the position to 35,676 shares worth $2.93M. The position accounts for 0.18% of the portfolio, ranked #144.

Gateway Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 6 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Gateway Wealth Partners held 35,676 shares of iShares 1-3 Year Treasury Bond ETF worth $2.93M as of Q2 2026.
Gateway Wealth Partners bought 7,936 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $653K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Gateway Wealth Partners's portfolio in Q2 2026, its #144 holding.
Gateway Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 6 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.