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 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 $1.66T 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

Insight Wealth Partners's SHY Position: Q1 2026 in Review

Insight Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q1 2026, selling an estimated $71.9K and leaving 2,637 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #113.

Insight Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 8 quarters since. The position peaked at $364K in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Insight Wealth Partners held 2,637 shares of iShares 1-3 Year Treasury Bond ETF worth $218K as of Q1 2026.
Insight Wealth Partners sold 869 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $71.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Insight Wealth Partners's portfolio in Q1 2026, its #113 holding.
Insight Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Insight Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $364K in Q3 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.