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

SteelPeak Wealth’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 		– Sell
-13,624
Closed -$1.12M – 695
2026
Q1 		$1.12M Sell
13,624
-224
-2% -$18.5K 0.03% 275
2025
Q4 		$1.15M Buy
13,848
+11,071
+399% +$918K 0.04% 261
2025
Q3 		$230K Buy
+2,777
New +$230K 0.01% 514
2025
Q2 		– Sell
-2,757
Closed -$228K – 647
2025
Q1 		$228K Sell
2,757
-1,728
-39% -$142K 0.01% 469
2024
Q4 		$368K Buy
4,485
+884
+25% +$72.7K 0.01% 380
2024
Q3 		$299K Buy
+3,601
New +$297K 0.01% 394
2023
Q2 		– Sell
-2,453
Closed -$202K – 496
2023
Q1 		$202K Buy
+2,453
New +$200K 0.01% 348
2022
Q4 		– Sell
-3,660
Closed -$297K – 470
2022
Q3 		$297K Sell
3,660
-444
-11% -$36.5K 0.02% 323
2022
Q2 		$340K Sell
4,104
-447
-10% -$37.1K 0.02% 302
2022
Q1 		$379K Sell
4,551
-162
-3% -$13.7K 0.02% 321
2021
Q4 		$403K Sell
4,713
-2,755
-37% -$236K 0.02% 293
2021
Q3 		$643K Sell
7,468
-1,159
-13% -$99.9K 0.04% 223
2021
Q2 		$743K Sell
8,627
-3,177
-27% -$274K 0.05% 210
2021
Q1 		$1.02M Sell
11,804
-1,690
-13% -$146K 0.08% 159
2020
Q4 		$1.17M Sell
13,494
-2,754
-17% -$238K 0.11% 142
2020
Q3 		$1.41M Buy
16,248
+5,874
+57% +$508K 0.15% 107
2020
Q2 		$898K Buy
10,374
+5,062
+95% +$438K 0.11% 131
2020
Q1 		$460K Buy
5,312
+229
+5% +$19.6K 0.07% 153
2019
Q4 		$430K Buy
+5,083
New +$431K 0.06% 180

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

SteelPeak Wealth's SHY Position: Q2 2026 in Review

SteelPeak Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 13,624 shares — an estimated $1.12M sold.

SteelPeak Wealth first reported a position in SHY in Q4 2019 and held it in 19 quarters. The position peaked at $1.41M in Q3 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SteelPeak Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 13,624 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.12M.
  • SteelPeak Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 19 quarters.
  • SteelPeak Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.41M in Q3 2020.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.