Surience Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
Surience Private Wealth's SHY Position: Q2 2026 in Review
Surience Private Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 49% in Q2 2026, buying an estimated $588K and bringing the position to 21,671 shares worth $1.78M. The position accounts for 1.56% of the portfolio, ranked #24.
Surience Private Wealth first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Surience Private Wealth held 21,671 shares of iShares 1-3 Year Treasury Bond ETF worth $1.78M as of Q2 2026.
- Surience Private Wealth bought 7,149 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $588K.
- iShares 1-3 Year Treasury Bond ETF made up 1.56% of Surience Private Wealth's portfolio in Q2 2026, its #24 holding.
- Surience Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
- 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.