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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
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

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

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

Triad Wealth Partners opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 5,118 shares worth $418K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SHY as recently as Q1 2025.

Triad Wealth Partners first reported a position in SHY in Q2 2024 and has held it in 3 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Triad Wealth Partners held 5,118 shares of iShares 1-3 Year Treasury Bond ETF worth $418K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Triad Wealth Partners position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #364 holding.
  • Triad Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.