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

Legacy Capital 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 		$342K Sell
4,171
-574
-12% -$47.2K 0.07% 274
2026
Q1 		$392K Hold
4,745
– – 0.08% 251
2025
Q4 		$393K Sell
4,745
-127
-3% -$10.5K 0.08% 245
2025
Q3 		$404K Buy
4,872
+43
+0.9% +$3.56K 0.09% 246
2025
Q2 		$400K Sell
4,829
-196
-4% -$16.2K 0.09% 247
2025
Q1 		$416K Sell
5,025
-1,004
-17% -$82.6K 0.1% 222
2024
Q4 		$494K Sell
6,029
-239
-4% -$19.6K 0.12% 182
2024
Q3 		$521K Buy
6,268
+41
+0.7% +$3.38K 0.1% 192
2024
Q2 		$508K Buy
+6,227
New +$507K 0.13% 159
2024
Q1 		– Sell
-5,361
Closed -$440K – 303
2023
Q4 		$440K Sell
5,361
-64
-1% -$5.2K 0.12% 164
2023
Q3 		$439K Buy
+5,425
New +$439K 0.12% 162
2023
Q2 		– Sell
-10,731
Closed -$882K – 200
2023
Q1 		$882K Buy
+10,731
New +$875K 0.24% 91

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

Legacy Capital Wealth Partners's SHY Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $47.2K and leaving 4,171 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #274.

Legacy Capital Wealth Partners first reported a position in SHY in Q1 2023 and has held it in 12 quarters since. The position peaked at $882K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,171 shares of iShares 1-3 Year Treasury Bond ETF worth $342K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 574 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $882K in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.