Impact Partnership Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Impact Partnership Wealth’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	$590K	Buy	7,182 +1,421	+25%	+$117K	0.06%	226
2026 Q1	$476K	Buy	5,761 +31	+0.5%	+$2.57K	0.06%	206
2025 Q4	$475K	Sell	5,730 -186	-3%	-$15.4K	0.06%	200
2025 Q3	$491K	Sell	5,916 -3,636	-38%	-$301K	0.07%	163
2025 Q2	$792K	Sell	9,552 -556	-6%	-$45.9K	0.15%	63
2025 Q1	$836K	Buy	10,108 +709	+8%	+$58.3K	0.18%	60
2024 Q4	$771K	Buy	+9,399	New	+$773K	0.16%	82
2024 Q1	–	Sell	-319	Closed	-$26.2K	–	847
2023 Q4	$26.2K	Sell	319 -322	-50%	-$26.2K	0.01%	385
2023 Q3	$51.9K	Buy	641 +342	+114%	+$27.7K	0.02%	390
2023 Q2	$24.2K	Buy	+299	New	+$24.4K	0.01%	317

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Partnership Wealth's SHY Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q2 2026, buying an estimated $117K and bringing the position to 7,182 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #226.

Impact Partnership Wealth first reported a position in SHY in Q2 2023 and has held it in 10 quarters since. The position peaked at $836K in Q1 2025. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Impact Partnership Wealth held 7,182 shares of iShares 1-3 Year Treasury Bond ETF worth $590K as of Q2 2026.
Impact Partnership Wealth bought 1,421 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #226 holding.
Impact Partnership Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Impact Partnership Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $836K in Q1 2025.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.