Surience Private Wealth
SHY icon

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

Surience Private 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
Q3 		– Sell
-21,671
Closed -$1.78M – 56
2026
Q2 		$1.78M Buy
21,671
+7,149
+49% +$588K 1.56% 24
2026
Q1 		$1.2M Buy
+14,522
New +$1.2M 1.29% 26

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Surience Private Wealth's SHY Position: Q3 2026 in Review

Surience Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 21,671 shares — an estimated $1.78M sold.

Surience Private Wealth first reported a position in SHY in Q1 2026 and held it in 2 quarters. The position peaked at $1.78M in Q2 2026. 488 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Surience Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Surience Private Wealth sold 21,671 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.78M.
  • Surience Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and held it in 2 quarters.
  • Surience Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.78M in Q2 2026.
  • 488 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.