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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
Q2 		$3.62M Buy
44,095
+3,050
+7% +$251K 0.09% 49
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
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

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

Perfromance Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.4% in Q2 2026, buying an estimated $251K and bringing the position to 44,095 shares worth $3.62M. The position accounts for 0.09% of the portfolio, ranked #49.

Perfromance Wealth Partners first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.38M in Q4 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Perfromance Wealth Partners held 44,095 shares of iShares 1-3 Year Treasury Bond ETF worth $3.62M as of Q2 2026.
  • Perfromance Wealth Partners bought 3,050 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $251K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Perfromance Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Perfromance Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.38M in Q4 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.