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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
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 		$9.57M 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 $1.89T 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

Premier Path Wealth Partners's SHY Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7% in Q2 2026, buying an estimated $586K and bringing the position to 108,868 shares worth $8.94M. The position accounts for 1.03% of the portfolio, ranked #20.

Premier Path Wealth Partners first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Premier Path Wealth Partners held 108,868 shares of iShares 1-3 Year Treasury Bond ETF worth $8.94M as of Q2 2026.
  • Premier Path Wealth Partners bought 7,129 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $586K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #20 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 11 quarters since.
  • Premier Path Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $10.2M in Q3 2025.
  • 1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.