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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gateway Wealth Partners's SHY Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 346% in Q1 2026, buying an estimated $1.78M and bringing the position to 27,740 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #232.

Gateway Wealth Partners first reported a position in SHY in Q4 2022 and has held it in 5 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Gateway Wealth Partners held 27,740 shares of iShares 1-3 Year Treasury Bond ETF worth $2.29M as of Q1 2026.
  • Gateway Wealth Partners bought 21,527 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.78M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Gateway Wealth Partners's portfolio in Q1 2026, its #232 holding.
  • Gateway Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.