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

Tower 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	$1.81M	Buy	21,947 +26	+0.1%	+$2.15K	1%	16
2025 Q4	$1.82M	Buy	21,921 +3,055	+16%	+$253K	1%	15
2025 Q3	$1.57M	Buy	18,866 +172	+0.9%	+$14.2K	0.86%	17
2025 Q2	$1.55M	Sell	18,694 -84	-0.4%	-$6.93K	0.92%	16
2025 Q1	$1.55M	Buy	18,778 +369	+2%	+$30.3K	0.83%	19
2024 Q4	$1.51M	Buy	+18,409	New	+$1.51M	0.79%	19
2023 Q1	–	Sell	-2,702	Closed	-$219K	–	55
2022 Q4	$219K	Sell	2,702 -312	-10%	-$25.3K	0.19%	48
2022 Q3	$244K	Buy	+3,014	New	+$248K	0.23%	45

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Tower Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.12% in Q1 2026, buying an estimated $2.15K and bringing the position to 21,947 shares worth $1.81M. The position accounts for 1% of the portfolio, ranked #16.

Tower Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Tower Wealth Partners held 21,947 shares of iShares 1-3 Year Treasury Bond ETF worth $1.81M as of Q1 2026.
Tower Wealth Partners bought 26 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.15K.
iShares 1-3 Year Treasury Bond ETF made up 1% of Tower Wealth Partners's portfolio in Q1 2026, its #16 holding.
Tower Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Tower Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.82M in Q4 2025.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.