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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
Q2 		$1.87M Buy
22,732
+785
+4% +$64.5K 0.92% 17
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tower Wealth Partners's SHY Position: Q2 2026 in Review

Tower Wealth Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.6% in Q2 2026, buying an estimated $64.5K and bringing the position to 22,732 shares worth $1.87M. The position accounts for 0.92% of the portfolio, ranked #17.

Tower Wealth Partners first reported a position in SHY in Q3 2022 and has held it in 9 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Tower Wealth Partners held 22,732 shares of iShares 1-3 Year Treasury Bond ETF worth $1.87M as of Q2 2026.
  • Tower Wealth Partners bought 785 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $64.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.92% of Tower Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Tower Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.