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

Sagespring 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	$310K	Sell	3,781 -672	-15%	-$55.3K	﹤0.01%	678
2026 Q1	$368K	Buy	4,453 +85	+2%	+$7.04K	0.01%	586
2025 Q4	$362K	Sell	4,368 -535	-11%	-$44.3K	0.01%	568
2025 Q3	$407K	Sell	4,903 -1,671	-25%	-$138K	0.01%	509
2025 Q2	$545K	Buy	6,574 +2,781	+73%	+$230K	0.01%	416
2025 Q1	$314K	Buy	3,793 +484	+15%	+$39.8K	0.01%	502
2024 Q4	$271K	Buy	+3,309	New	+$272K	0.01%	504

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sagespring Wealth Partners's SHY Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, selling an estimated $55.3K and leaving 3,781 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Sagespring Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sagespring Wealth Partners held 3,781 shares of iShares 1-3 Year Treasury Bond ETF worth $310K as of Q2 2026.
Sagespring Wealth Partners sold 672 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.3K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #678 holding.
Sagespring Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $545K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.