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

Innova 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 		$15.8M Sell
192,708
-125,435
-39% -$10.3M 6.48% 1
2026
Q1 		$26.3M Buy
318,143
+182,540
+135% +$15.1M 12.43% 1
2025
Q4 		$11.2M Sell
135,603
-45,147
-25% -$3.74M 5.66% 2
2025
Q3 		$15M Sell
180,750
-61,841
-25% -$5.11M 8.1% 1
2025
Q2 		$20.1M Sell
242,591
-138,127
-36% -$11.4M 11.81% 1
2025
Q1 		$31.5M Buy
380,718
+122,566
+47% +$10.1M 19.52% 1
2024
Q4 		$21.2M Buy
+258,152
New +$21.2M 13.33% 1
2024
Q3 		– Sell
-88,311
Closed -$7.21M – 129
2024
Q2 		$7.21M Buy
88,311
+457
+0.5% +$37.2K 5.16% 2
2024
Q1 		$7.18M Sell
87,854
-101,845
-54% -$8.33M 5.55% 1
2023
Q4 		$15.6M Sell
189,699
-112,569
-37% -$9.15M 13.4% 1
2023
Q3 		$24.5M Buy
302,268
+216,894
+254% +$17.6M 21.99% 1
2023
Q2 		$6.92M Sell
85,374
-287,775
-77% -$23.5M 5.9% 2
2023
Q1 		$30.7M Buy
373,149
+1,296
+0.3% +$106K 26.87% 1
2022
Q4 		$30.2M Sell
371,853
-248,274
-40% -$20.1M 26.51% 1
2022
Q3 		$50.4M Sell
620,127
-41,518
-6% -$3.42M 45.93% 1
2022
Q2 		$54.8M Buy
661,645
+551,217
+499% +$45.7M 46.1% 1
2022
Q1 		$9.2M Buy
110,428
+1,535
+1% +$130K 6.62% 3
2021
Q4 		$9.31M Sell
108,893
-830
-0.8% -$71.2K 6.59% 3
2021
Q3 		$9.45M Buy
109,723
+2,225
+2% +$192K 7.49% 2
2021
Q2 		$9.26M Sell
107,498
-39,555
-27% -$3.41M 7.3% 1
2021
Q1 		$12.7M Buy
147,053
+93
+0.1% +$8.03K 10.78% 1
2020
Q4 		$12.7M Buy
+146,960
New +$12.7M 11.86% 1

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Innova Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 39% in Q2 2026, selling an estimated $10.3M and leaving 192,708 shares worth $15.8M. The position accounts for 6.48% of the portfolio, ranked #1.

Innova Wealth Partners first reported a position in SHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $54.8M in Q2 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Innova Wealth Partners held 192,708 shares of iShares 1-3 Year Treasury Bond ETF worth $15.8M as of Q2 2026.
  • Innova Wealth Partners sold 125,435 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.3M.
  • iShares 1-3 Year Treasury Bond ETF made up 6.48% of Innova Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Innova Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $54.8M in Q2 2022.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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