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

Strategic 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 		$515K Sell
6,240
-3,039
-33% -$252K 0.04% 195
2025
Q4 		$768K Buy
9,279
+257
+3% +$21.3K 0.05% 167
2025
Q3 		$748K Sell
9,022
-601
-6% -$49.7K 0.06% 183
2025
Q2 		$797K Buy
+9,623
New +$794K 0.06% 170
2024
Q4 		$921K Buy
11,231
+1,235
+12% +$102K 0.08% 157
2024
Q3 		$831K Sell
9,996
-322
-3% -$26.6K 0.08% 158
2024
Q2 		$842K Sell
10,318
-347
-3% -$28.2K 0.09% 150
2024
Q1 		$872K Sell
10,665
-1,161
-10% -$95K 0.1% 145
2023
Q4 		$970K Sell
11,826
-7,830
-40% -$636K 0.12% 130
2023
Q3 		$1.59M Buy
19,656
+127
+0.7% +$10.3K 0.21% 120
2023
Q2 		$1.58M Buy
19,529
+4,479
+30% +$366K 0.2% 124
2023
Q1 		$1.24M Sell
15,050
-1,362
-8% -$111K 0.19% 120
2022
Q4 		$1.33M Buy
16,412
+5,249
+47% +$426K 0.25% 107
2022
Q3 		$907K Buy
11,163
+778
+7% +$64K 0.19% 131
2022
Q2 		$860K Sell
10,385
-2,122
-17% -$176K 0.19% 125
2022
Q1 		$1.04M Sell
12,507
-3,494
-22% -$295K 0.2% 130
2021
Q4 		$1.37M Sell
16,001
-3,645
-19% -$313K 0.26% 120
2021
Q3 		$1.69M Buy
19,646
+6,879
+54% +$593K 0.5% 48
2021
Q2 		$1.1M Sell
12,767
-184
-1% -$15.9K 0.36% 78
2021
Q1 		$1.12M Buy
12,951
+1,132
+10% +$97.7K 0.45% 59
2020
Q4 		$1.02M Sell
11,819
-954
-7% -$82.4K 0.43% 66
2020
Q3 		$1.1M Sell
12,773
-101,091
-89% -$8.75M 0.56% 54
2020
Q2 		$9.86M Buy
113,864
+76,342
+203% +$6.61M 5.1% 2
2020
Q1 		$3.18M Hold
37,522
– – 1.65% 10
2019
Q4 		$3.17M Buy
37,522
+18,564
+98% +$1.57M 1.65% 10
2019
Q3 		$207K Sell
18,958
-3,614
-16% -$306K 1.06% 24
2019
Q2 		$1.91M Sell
22,572
-2,792
-11% -$235K 0.92% 21
2019
Q1 		$2.13M Buy
25,364
+3,685
+17% +$309K 0.98% 20
2018
Q4 		$1.84M Buy
21,679
+1,411
+7% +$117K 0.93% 18
2018
Q3 		$1.68M Sell
20,268
-2,110
-9% -$176K 0.9% 27
2018
Q2 		$1.87M Sell
22,378
-676
-3% -$56.3K 1.08% 16
2018
Q1 		$1.93M Sell
23,054
-10,936
-32% -$914K 0.99% 25
2017
Q4 		$2.86M Buy
+33,990
New +$2.86M 1.59% 9

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

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

Strategic Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q1 2026, selling an estimated $252K and leaving 6,240 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #195.

Strategic Wealth Partners first reported a position in SHY in Q4 2017 and has held it in 33 quarters since. The position peaked at $9.86M in Q2 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Strategic Wealth Partners held 6,240 shares of iShares 1-3 Year Treasury Bond ETF worth $515K as of Q1 2026.
  • Strategic Wealth Partners sold 3,039 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $252K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #195 holding.
  • Strategic Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $9.86M in Q2 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.