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

RWA 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 		$716K Buy
8,667
+5
+0.1% +$414 0.01% 394
2025
Q4 		$717K Buy
+8,662
New +$718K 0.01% 382
2025
Q1 		– Sell
-131,439
Closed -$10.8M – 578
2024
Q4 		$10.8M Buy
131,439
+127,895
+3,609% +$10.5M 0.13% 98
2024
Q3 		$295K Sell
3,544
-134,880
-97% -$11.1M ﹤0.01% 477
2024
Q2 		$11.3M Buy
138,424
+128,285
+1,265% +$10.4M 0.15% 88
2024
Q1 		$829K Buy
10,139
+3,737
+58% +$306K 0.01% 332
2023
Q4 		$525K Buy
6,402
+1,623
+34% +$132K 0.01% 374
2023
Q3 		$387K Buy
4,779
+46
+1% +$3.73K 0.01% 297
2023
Q2 		$384K Buy
4,733
+1,084
+30% +$88.6K 0.01% 256
2023
Q1 		$300K Hold
3,649
– – 0.01% 211
2022
Q4 		$298K Sell
3,649
-30
-0.8% -$2.43K 0.01% 217
2022
Q3 		$299K Buy
3,679
+26
+0.7% +$2.14K 0.02% 197
2022
Q2 		$302K Sell
3,653
-2,516
-41% -$209K 0.02% 191
2022
Q1 		$514K Buy
+6,169
New +$521K 0.03% 161

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

RWA Wealth Partners's SHY Position: Q1 2026 in Review

RWA Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.06% in Q1 2026, buying an estimated $414 and bringing the position to 8,667 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #394.

RWA Wealth Partners first reported a position in SHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q2 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • RWA Wealth Partners held 8,667 shares of iShares 1-3 Year Treasury Bond ETF worth $716K as of Q1 2026.
  • RWA Wealth Partners bought 5 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $414.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #394 holding.
  • RWA Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • RWA Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $11.3M in Q2 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.