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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
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
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

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

Sagespring Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q1 2026, buying an estimated $7.04K and bringing the position to 4,453 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #586.

Sagespring Wealth Partners first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $545K in Q2 2025. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Sagespring Wealth Partners held 4,453 shares of iShares 1-3 Year Treasury Bond ETF worth $368K as of Q1 2026.
  • Sagespring Wealth Partners bought 85 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.04K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #586 holding.
  • Sagespring Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $545K in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.