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

Summit 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
2025
Q2 		– Sell
-4,537
Closed -$375K – 216
2025
Q1 		$375K Buy
+4,537
New +$373K 0.08% 151
2021
Q2 		– Sell
-4,229
Closed -$365K – 158
2021
Q1 		$365K Buy
+4,229
New +$365K 0.09% 105

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Wealth Partners's SHY Position: Q2 2025 in Review

Summit Wealth Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 4,537 shares — an estimated $375K sold.

Summit Wealth Partners first reported a position in SHY in Q1 2021 and held it in 2 quarters. The position peaked at $375K in Q1 2025. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Summit Wealth Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 4,537 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $375K.
  • Summit Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $375K in Q1 2025.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Summit Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.