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

SIMA 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 		$107K Sell
1,300
-320
-20% -$26.3K 0.08% 64
2026
Q1 		$134K Sell
1,620
-431
-21% -$35.7K 0.1% 56
2025
Q4 		$170K Hold
2,051
– – 0.13% 51
2025
Q3 		$170K Sell
2,051
-35
-2% -$2.9K 0.13% 52
2025
Q2 		$173K Buy
2,086
+430
+26% +$35.5K 0.14% 49
2025
Q1 		$137K Sell
1,656
-8
-0.5% -$658 0.11% 55
2024
Q4 		$136K Sell
1,664
-44
-3% -$3.62K 0.12% 58
2024
Q3 		$142K Hold
1,708
– – 0.12% 55
2024
Q2 		$139K Buy
+1,708
New +$139K 0.13% 53

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

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

SIMA Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, selling an estimated $26.3K and leaving 1,300 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #64.

SIMA Wealth Partners first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $173K in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SIMA Wealth Partners held 1,300 shares of iShares 1-3 Year Treasury Bond ETF worth $107K as of Q2 2026.
  • SIMA Wealth Partners sold 320 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of SIMA Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • SIMA Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $173K in Q2 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.