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

Insight 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	–	Sell	-2,516	Closed	-$207K	–	146
2026 Q2	$207K	Sell	2,516 -121	-5%	-$9.9K	0.03%	130
2026 Q1	$218K	Sell	2,637 -869	-25%	-$71.9K	0.03%	113
2025 Q4	$290K	Sell	3,506 -313	-8%	-$25.9K	0.04%	91
2025 Q3	$317K	Buy	3,819 +746	+24%	+$61.7K	0.1%	87
2025 Q2	$255K	Buy	3,073 +27	+0.9%	+$2.23K	0.1%	95
2025 Q1	$252K	Buy	+3,046	New	+$250K	0.04%	94
2023 Q2	–	Sell	-2,453	Closed	-$202K	–	72
2023 Q1	$202K	Sell	2,453 -1,343	-35%	-$109K	0.05%	61
2022 Q4	$308K	Sell	3,796 -690	-15%	-$56K	0.23%	44
2022 Q3	$364K	Buy	+4,486	New	+$369K	0.34%	41

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Insight Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 2,516 shares — an estimated $207K sold.

Insight Wealth Partners first reported a position in SHY in Q3 2022 and held it in 9 quarters. The position peaked at $364K in Q3 2022. 488 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Insight Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Insight Wealth Partners sold 2,516 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $207K.
Insight Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 9 quarters.
Insight Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $364K in Q3 2022.
488 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.