Single Point Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Single Point 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	$2.67M	Sell	32,557 -191	-0.6%	-$15.7K	0.47%	27
2026 Q1	$2.7M	Buy	32,748 +34	+0.1%	+$2.81K	0.54%	27
2025 Q4	$2.71M	Sell	32,714 -644	-2%	-$53.4K	0.54%	27
2025 Q3	$2.77M	Sell	33,358 -816	-2%	-$67.5K	0.56%	27
2025 Q2	$2.83M	Sell	34,174 -2,304	-6%	-$190K	0.62%	24
2025 Q1	$3.02M	Buy	36,478 +570	+2%	+$46.9K	0.71%	24
2024 Q4	$2.94M	Buy	+35,908	New	+$2.95M	0.68%	24
2024 Q2	–	Sell	-36,102	Closed	-$2.95M	–	67
2024 Q1	$2.95M	Sell	36,102 -1,213	-3%	-$99.3K	0.69%	26
2023 Q4	$3.06M	Sell	37,315 -467	-1%	-$38K	0.76%	26
2023 Q3	$3.06M	Buy	+37,782	New	+$3.06M	0.8%	25
2023 Q2	–	Sell	-47,841	Closed	-$3.93M	–	144
2023 Q1	$3.93M	Buy	47,841 +6,433	+16%	+$524K	0.86%	24
2022 Q4	$3.36M	Buy	41,408 +9,296	+29%	+$754K	0.81%	25
2022 Q3	$2.61M	Buy	32,112 +13,807	+75%	+$1.14M	0.72%	25
2022 Q2	$1.51M	Buy	+18,305	New	+$1.52M	0.41%	29

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

Single Point Partners's SHY Position: Q2 2026 in Review

Single Point Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.58% in Q2 2026, selling an estimated $15.7K and leaving 32,557 shares worth $2.67M. The position accounts for 0.47% of the portfolio, ranked #27.

Single Point Partners first reported a position in SHY in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.93M in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Single Point Partners held 32,557 shares of iShares 1-3 Year Treasury Bond ETF worth $2.67M as of Q2 2026.
Single Point Partners sold 191 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of Single Point Partners's portfolio in Q2 2026, its #27 holding.
Single Point Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Single Point Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.93M in Q1 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.