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

Perfromance 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	$3.39M	Buy	41,045 +1,543	+4%	+$128K	0.1%	41
2025 Q4	$3.27M	Sell	39,502 -4	-0%	-$332	0.09%	39
2025 Q3	$3.28M	Sell	39,506 -1,915	-5%	-$158K	0.09%	34
2025 Q2	$3.43M	Buy	41,421 +107	+0.3%	+$8.83K	0.11%	34
2025 Q1	$3.42M	Buy	41,314 +102	+0.2%	+$8.39K	0.12%	30
2024 Q4	$3.38M	Sell	41,212 -831	-2%	-$68.3K	0.11%	32
2024 Q3	$3.5M	Sell	42,043 -2,509	-6%	-$207K	0.12%	30
2024 Q2	$3.64M	Sell	44,552 -7,681	-15%	-$625K	0.13%	28
2024 Q1	$4.27M	Sell	52,233 -1,193	-2%	-$97.6K	0.18%	37
2023 Q4	$4.38M	Buy	53,426 +466	+0.9%	+$37.9K	0.19%	40
2023 Q3	$4.29M	Buy	52,960 +5,339	+11%	+$432K	0.21%	41
2023 Q2	$3.85M	Buy	47,621 +4,308	+10%	+$352K	0.18%	43
2023 Q1	$3.56M	Buy	43,313 +10,582	+32%	+$863K	0.18%	42
2022 Q4	$2.66M	Buy	32,731 +3,948	+14%	+$320K	0.16%	44
2022 Q3	$2.34M	Buy	28,783 +1,568	+6%	+$129K	0.14%	43
2022 Q2	$2.25M	Buy	27,215 +2,972	+12%	+$247K	0.13%	47
2022 Q1	$2.02M	Buy	24,243 +8,424	+53%	+$712K	0.09%	54
2021 Q4	$1.35M	Buy	+15,819	New	+$1.36M	0.05%	72

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

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

Perfromance Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q1 2026, buying an estimated $128K and bringing the position to 41,045 shares worth $3.39M. The position accounts for 0.1% of the portfolio, ranked #41.

Perfromance Wealth Partners first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.38M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Perfromance Wealth Partners held 41,045 shares of iShares 1-3 Year Treasury Bond ETF worth $3.39M as of Q1 2026.
Perfromance Wealth Partners bought 1,543 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $128K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Perfromance Wealth Partners's portfolio in Q1 2026, its #41 holding.
Perfromance Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.38M in Q4 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.