Highline Wealth Partners
SHY icon

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

Highline 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
Q3 		$58.2K Sell
717
-448
-38% -$36.6K 0.01% 242
2026
Q2 		$95.7K Buy
1,165
+271
+30% +$22.3K 0.02% 175
2026
Q1 		$73.8K Hold
894
– – 0.02% 135
2025
Q4 		$74K Hold
894
– – 0.02% 113
2025
Q3 		$74.2K Buy
+894
New +$73.9K 0.02% 140
2022
Q4 		– Sell
-549
Closed -$44.6K – 348
2022
Q3 		$44.6K Buy
+549
New +$45.2K 0.04% 98

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Highline Wealth Partners's SHY Position: Q3 2026 in Review

Highline Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q3 2026, selling an estimated $36.6K and leaving 717 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #242.

Highline Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 6 quarters since. The position peaked at $95.7K in Q2 2026. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Highline Wealth Partners held 717 shares of iShares 1-3 Year Treasury Bond ETF worth $58.2K as of Q3 2026.
  • Highline Wealth Partners sold 448 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $36.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #242 holding.
  • Highline Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
  • Highline Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $95.7K in Q2 2026.
  • 859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.