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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
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

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

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

Highline Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,165 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #175.

Highline Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Highline Wealth Partners held 1,165 shares of iShares 1-3 Year Treasury Bond ETF worth $95.7K as of Q2 2026.
  • Highline Wealth Partners bought 271 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $22.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Highline Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.