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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
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
New +$3.63M 0.69% 28
2024
Q3 		– Sell
-30,425
Closed -$2.48M – 888
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 $1.66T 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

Golden State Equity Partners's SHY Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 72% in Q1 2026, buying an estimated $1.44M and bringing the position to 41,639 shares worth $3.44M. The position accounts for 0.26% of the portfolio, ranked #81.

Golden State Equity Partners first reported a position in SHY in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.68M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Golden State Equity Partners held 41,639 shares of iShares 1-3 Year Treasury Bond ETF worth $3.44M as of Q1 2026.
  • Golden State Equity Partners bought 17,438 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.44M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.26% of Golden State Equity Partners's portfolio in Q1 2026, its #81 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 16 quarters since.
  • Golden State Equity Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.68M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.