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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
Q1 		$8.4M Sell
101,739
-13,824
-12% -$1.14M 1.09% 18
2025
Q4 		$9.57M 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Premier Path Wealth Partners's SHY Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q1 2026, selling an estimated $1.14M and leaving 101,739 shares worth $8.4M. The position accounts for 1.09% of the portfolio, ranked #18.

Premier Path Wealth Partners first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Premier Path Wealth Partners held 101,739 shares of iShares 1-3 Year Treasury Bond ETF worth $8.4M as of Q1 2026.
  • Premier Path Wealth Partners sold 13,824 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.14M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.09% of Premier Path Wealth Partners's portfolio in Q1 2026, its #18 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 10 quarters since.
  • Premier Path Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $10.2M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.