Triad Wealth Partners
SHY icon

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

Triad 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
Q3 		$246K Sell
3,024
-2,094
-41% -$171K 0.01% 477
2026
Q2 		$418K Buy
+5,118
New +$421K 0.02% 364
2025
Q2 		– Sell
-2,970
Closed -$246K – 294
2025
Q1 		$246K Buy
+2,970
New +$244K 0.08% 180
2024
Q3 		– Sell
-71
Closed -$5.8K – 754
2024
Q2 		$5.8K Buy
+71
New +$5.78K ﹤0.01% 537

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Triad Wealth Partners's SHY Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 41% in Q3 2026, selling an estimated $171K and leaving 3,024 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #477.

Triad Wealth Partners first reported a position in SHY in Q2 2024 and has held it in 4 quarters since. The position peaked at $418K in Q2 2026. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Triad Wealth Partners held 3,024 shares of iShares 1-3 Year Treasury Bond ETF worth $246K as of Q3 2026.
  • Triad Wealth Partners sold 2,094 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $171K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #477 holding.
  • Triad Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $418K in Q2 2026.
  • 859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.