International Private Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

International Private Wealth Advisors’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	$881K	Buy	10,730 +6,594	+159%	+$542K	0.45%	50
2026 Q1	$342K	Buy	4,136 +544	+15%	+$45K	0.21%	111
2025 Q4	$298K	Sell	3,592 -36,764	-91%	-$3.05M	0.19%	116
2025 Q3	$3.35M	Buy	40,356 +20,694	+105%	+$1.71M	2.11%	11
2025 Q2	$1.63M	Buy	19,662 +4,070	+26%	+$336K	1.4%	16
2025 Q1	$1.29M	Buy	15,592 +836	+6%	+$68.8K	1.24%	19
2024 Q4	$1.21M	Buy	+14,756	New	+$1.21M	1.2%	19

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

International Private Wealth Advisors's SHY Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 159% in Q2 2026, buying an estimated $542K and bringing the position to 10,730 shares worth $881K. The position accounts for 0.45% of the portfolio, ranked #50.

International Private Wealth Advisors first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q3 2025. 1,212 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

International Private Wealth Advisors held 10,730 shares of iShares 1-3 Year Treasury Bond ETF worth $881K as of Q2 2026.
International Private Wealth Advisors bought 6,594 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $542K.
iShares 1-3 Year Treasury Bond ETF made up 0.45% of International Private Wealth Advisors's portfolio in Q2 2026, its #50 holding.
International Private Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
International Private Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.35M in Q3 2025.
1,212 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.