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Wick Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wick Capital 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 		$2.66M Sell
32,209
-636
-2% -$52.6K 0.49% 33
2025
Q4 		$2.72M Buy
32,845
+887
+3% +$73.5K 0.49% 32
2025
Q3 		$2.65M Buy
31,958
+29,682
+1,304% +$2.46M 0.63% 26
2025
Q2 		$2.71M Sell
2,276
-32,061
-93% -$2.65M 0.7% 21
2025
Q1 		$2.84M Sell
34,337
-10,261
-23% -$844K 0.85% 18
2024
Q4 		$3.66M Sell
44,598
-4,003
-8% -$329K 1.08% 16
2024
Q3 		$4.04M Sell
48,601
-3,564
-7% -$294K 1.31% 12
2024
Q2 		$4.26M Sell
52,165
-14,565
-22% -$1.19M 1.48% 12
2024
Q1 		$5.46M Sell
66,730
-9,926
-13% -$812K 5.3% 7
2023
Q4 		$6.29M Buy
76,656
+60,718
+381% +$4.94M 2.63% 8
2023
Q3 		$1.29M Buy
+15,938
New +$1.29M 0.72% 23
2023
Q2 		– Sell
-14,030
Closed -$1.15M – 63
2023
Q1 		$1.15M Sell
14,030
-24,081
-63% -$1.96M 0.66% 22
2022
Q4 		$3.09M Sell
38,111
-29,988
-44% -$2.43M 1.74% 11
2022
Q3 		$5.53M Buy
68,099
+63,593
+1,411% +$5.23M 3.57% 10
2022
Q2 		$373K Sell
4,506
-6,993
-61% -$580K 0.26% 37
2022
Q1 		$958K Buy
11,499
+3,242
+39% +$274K 0.63% 18
2021
Q4 		$706K Buy
+8,257
New +$708K 0.55% 23

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wick Capital Partners's SHY Position: Q1 2026 in Review

Wick Capital Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q1 2026, selling an estimated $52.6K and leaving 32,209 shares worth $2.66M. The position accounts for 0.49% of the portfolio, ranked #33.

Wick Capital Partners first reported a position in SHY in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.29M in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Wick Capital Partners held 32,209 shares of iShares 1-3 Year Treasury Bond ETF worth $2.66M as of Q1 2026.
  • Wick Capital Partners sold 636 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $52.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.49% of Wick Capital Partners's portfolio in Q1 2026, its #33 holding.
  • Wick Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Wick Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $6.29M in Q4 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.