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 Q2	$207K	Sell	2,516 -121	-5%	-$9.95K	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

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

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

Insight Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.6% in Q2 2026, selling an estimated $9.95K and leaving 2,516 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #130.

Insight Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 9 quarters since. The position peaked at $364K in Q3 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Insight Wealth Partners held 2,516 shares of iShares 1-3 Year Treasury Bond ETF worth $207K as of Q2 2026.
Insight Wealth Partners sold 121 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.95K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Insight Wealth Partners's portfolio in Q2 2026, its #130 holding.
Insight Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
Insight Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $364K in Q3 2022.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.