Rudd Co d/b/a Styre Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$114K	Buy	+1,398	New	+$114K	0.11%	67

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's SHY Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 1,398 shares worth $114K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings.

543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 1,398 shares of iShares 1-3 Year Treasury Bond ETF worth $114K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #67 holding.
543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.