Wealthcare Advisory Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthcare Advisory 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	$1.71M	Sell	20,868 -15,655	-43%	-$1.29M	0.03%	387
2026 Q1	$3.02M	Buy	36,523 +48	+0.1%	+$3.97K	0.06%	270
2025 Q4	$3.02M	Sell	36,475 -537	-1%	-$44.5K	0.06%	269
2025 Q3	$3.07M	Sell	37,012 -3,491	-9%	-$289K	0.06%	249
2025 Q2	$3.36M	Sell	40,503 -2,093	-5%	-$173K	0.08%	212
2025 Q1	$3.52M	Buy	42,596 +15,716	+58%	+$1.29M	0.09%	184
2024 Q4	$2.2M	Sell	26,880 -2,019	-7%	-$166K	0.06%	252
2024 Q3	$2.4M	Sell	28,899 -160,511	-85%	-$13.2M	0.07%	238
2024 Q2	$15.5M	Sell	189,410 -29,851	-14%	-$2.43M	0.48%	41
2024 Q1	$17.9M	Sell	219,261 -33,520	-13%	-$2.74M	0.59%	37
2023 Q4	$20.7M	Sell	252,781 -25,430	-9%	-$2.07M	0.82%	29
2023 Q3	$22.5M	Sell	278,211 -146,148	-34%	-$11.8M	1.03%	20
2023 Q2	$34.4M	Buy	424,359 +218,084	+106%	+$17.8M	1.54%	12
2023 Q1	$16.9M	Buy	206,275 +1,349	+0.7%	+$110K	0.73%	30
2022 Q4	$16.6M	Buy	204,926 +19,417	+10%	+$1.58M	0.79%	30
2022 Q3	$15.1M	Buy	185,509 +38,110	+26%	+$3.14M	0.86%	25
2022 Q2	$12.2M	Buy	147,399 +131,005	+799%	+$10.9M	0.74%	32
2022 Q1	$1.37M	Buy	16,394 +5,031	+44%	+$425K	0.08%	144
2021 Q4	$972K	Buy	11,363 +2,895	+34%	+$248K	0.06%	198
2021 Q3	$730K	Buy	8,468 +690	+9%	+$59.5K	0.05%	246
2021 Q2	$670K	Buy	7,778 +4,896	+170%	+$422K	0.04%	259
2021 Q1	$249K	Sell	2,882 -320	-10%	-$27.6K	0.02%	437
2020 Q4	$277K	Sell	3,202 -1,130	-26%	-$97.6K	0.02%	338
2020 Q3	$375K	Sell	4,332 -2,040	-32%	-$177K	0.04%	245
2020 Q2	$552K	Sell	6,372 -774	-11%	-$67K	0.07%	160
2020 Q1	$619K	Sell	7,146 -399	-5%	-$34.1K	0.09%	127
2019 Q4	$639K	Buy	7,545 +1,541	+26%	+$131K	0.08%	143
2019 Q3	$509K	Buy	6,004 +1,341	+29%	+$114K	0.07%	150
2019 Q2	$395K	Buy	4,663 +982	+27%	+$82.7K	0.06%	166
2019 Q1	$310K	Buy	3,681 +3,023	+459%	+$253K	0.05%	179
2018 Q4	$55K	Buy	658 +5	+0.8%	+$416	0.01%	412
2018 Q3	$54K	Sell	653 -90	-12%	-$7.49K	0.01%	454
2018 Q2	$62K	Sell	743 -1,127	-60%	-$93.9K	0.01%	425
2018 Q1	$156K	Sell	1,870 -42	-2%	-$3.51K	0.04%	225
2017 Q4	$160K	Buy	1,912 +445	+30%	+$37.4K	0.04%	201
2017 Q3	$124K	Buy	+1,467	New	+$124K	0.04%	193

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Wealthcare Advisory Partners's SHY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q2 2026, selling an estimated $1.29M and leaving 20,868 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #387.

Wealthcare Advisory Partners first reported a position in SHY in Q3 2017 and has held it in 36 quarters since. The position peaked at $34.4M in Q2 2023. 256 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wealthcare Advisory Partners held 20,868 shares of iShares 1-3 Year Treasury Bond ETF worth $1.71M as of Q2 2026.
Wealthcare Advisory Partners sold 15,655 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #387 holding.
Wealthcare Advisory Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $34.4M in Q2 2023.
256 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.