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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's SHY Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.54% in Q1 2026, buying an estimated $2.57K and bringing the position to 5,761 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #206.

Impact Partnership Wealth first reported a position in SHY in Q2 2023 and has held it in 9 quarters since. The position peaked at $836K in Q1 2025. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Impact Partnership Wealth held 5,761 shares of iShares 1-3 Year Treasury Bond ETF worth $476K as of Q1 2026.
Impact Partnership Wealth bought 31 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.57K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Impact Partnership Wealth's portfolio in Q1 2026, its #206 holding.
Impact Partnership Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $836K in Q1 2025.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.