Premier Path Wealth Partners
SHY icon

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

Premier Path 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
Q3 		$11.7M Buy
143,819
+34,951
+32% +$2.86M 1.36% 13
2026
Q2 		$8.94M Buy
108,868
+7,129
+7% +$586K 1.03% 20
2026
Q1 		$8.4M Sell
101,739
-13,824
-12% -$1.14M 1.09% 18
2025
Q4 		$9.6M Sell
115,563
-6,928
-6% -$574K 1.24% 18
2025
Q3 		$10.2M Buy
122,491
+8,507
+7% +$704K 1.31% 16
2025
Q2 		$9.44M Buy
113,984
+3,452
+3% +$285K 1.31% 15
2025
Q1 		$9.14M Buy
110,532
+7,945
+8% +$653K 1.42% 12
2024
Q4 		$8.41M Buy
102,587
+5,977
+6% +$491K 1.28% 14
2024
Q3 		$8.03M Buy
96,610
+7,482
+8% +$617K 1.27% 14
2024
Q2 		$7.28M Buy
89,128
+2,732
+3% +$222K 1.24% 14
2024
Q1 		$6.92M Buy
86,396
+84,328
+4,078% +$6.9M 1.3% 13
2023
Q4 		$393K Buy
+2,068
New +$168K 0.09% 219

Other funds holding SHY

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Premier Path Wealth Partners's SHY Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q3 2026, buying an estimated $2.86M and bringing the position to 143,819 shares worth $11.7M. The position accounts for 1.36% of the portfolio, ranked #13.

Premier Path Wealth Partners first reported a position in SHY in Q4 2023 and has held it in 12 quarters since. 281 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Premier Path Wealth Partners held 143,819 shares of iShares 1-3 Year Treasury Bond ETF worth $11.7M as of Q3 2026.
  • Premier Path Wealth Partners bought 34,951 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.86M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.36% of Premier Path Wealth Partners's portfolio in Q3 2026, its #13 holding.
  • Premier Path Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 281 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.