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

Principle 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
2025
Q3 		– Sell
-5,167
Closed -$428K – 368
2025
Q2 		$428K Buy
+5,167
New +$427K 0.03% 246
2024
Q2 		– Sell
-18,352
Closed -$1.5M – 340
2024
Q1 		$1.5M Buy
18,352
+1,365
+8% +$112K 0.12% 134
2023
Q4 		$1.39M Buy
+16,987
New +$1.38M 0.12% 135
2020
Q3 		– Sell
-895
Closed -$78K – 379
2020
Q2 		$78K Buy
+895
New +$77.5K 0.02% 236

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's SHY Position: Q3 2025 in Review

Principle Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 5,167 shares — an estimated $428K sold.

Principle Wealth Partners first reported a position in SHY in Q2 2020 and held it in 4 quarters. The position peaked at $1.5M in Q1 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Principle Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 5,167 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $428K.
  • Principle Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Principle Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.5M in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.