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Golden State Equity Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Golden State Equity 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 		$63.9K Sell
778
-40,861
-98% -$3.36M 0.17% 73
2026
Q1 		$3.44M Buy
41,639
+17,438
+72% +$1.44M 0.26% 81
2025
Q4 		$2M Sell
24,201
-20,212
-46% -$1.68M 0.32% 61
2025
Q3 		$3.68M Buy
44,413
+3,514
+9% +$291K 0.62% 29
2025
Q2 		$3.39M Buy
40,899
+1,468
+4% +$121K 0.63% 29
2025
Q1 		$3.26M Sell
39,431
-4,673
-11% -$384K 0.65% 29
2024
Q4 		$3.62M Buy
44,104
+15,512
+54% +$1.28M 0.69% 28
2024
Q3 		$2.38M Sell
28,592
-1,833
-6% -$151K 0.37% 57
2024
Q2 		$2.48M Buy
+30,425
New +$2.48M 0.52% 42
2023
Q4 		$1.15M Sell
14,034
-8,949
-39% -$727K 0.28% 93
2023
Q3 		$1.86M Buy
22,983
+9,043
+65% +$732K 0.52% 47
2023
Q2 		$1.13M Sell
13,940
-7,106
-34% -$581K 0.32% 77
2023
Q1 		$1.73M Buy
+21,046
New +$1.72M 0.94% 31
2022
Q1 		$1.39M Buy
16,722
+295
+2% +$24.9K 0.7% 36
2021
Q4 		$1.41M Buy
16,427
+3,408
+26% +$292K 0.71% 35
2021
Q3 		$1.12M Buy
13,019
+2,544
+24% +$219K 0.46% 52
2021
Q2 		$903K Buy
10,475
+286
+3% +$24.7K 0.35% 73
2021
Q1 		$879K Buy
+10,189
New +$880K 0.5% 57

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

Golden State Equity Partners's SHY Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 98% in Q2 2026, selling an estimated $3.36M and leaving 778 shares worth $63.9K. The position accounts for 0.17% of the portfolio, ranked #73.

Golden State Equity Partners first reported a position in SHY in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Golden State Equity Partners held 778 shares of iShares 1-3 Year Treasury Bond ETF worth $63.9K as of Q2 2026.
  • Golden State Equity Partners sold 40,861 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.36M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Golden State Equity Partners's portfolio in Q2 2026, its #73 holding.
  • Golden State Equity Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Golden State Equity Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.68M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.