Arrowroot Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arrowroot Family Office’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	$1.02M	Buy	12,390 +2,619	+27%	+$217K	0.34%	65
2025 Q4	$809K	Buy	9,771 +2,173	+29%	+$180K	0.29%	70
2025 Q3	$630K	Buy	7,598 +128	+2%	+$10.6K	0.25%	79
2025 Q2	$619K	Buy	+7,470	New	+$617K	0.28%	76
2024 Q4	$1.35M	Buy	16,468 +629	+4%	+$51.7K	0.7%	38
2024 Q3	$1.32M	Sell	15,839 -1,209	-7%	-$99.7K	0.77%	33
2024 Q2	$1.39M	Sell	17,048 -4,747	-22%	-$386K	0.89%	29
2024 Q1	$1.78M	Sell	21,795 -421	-2%	-$34.5K	1.14%	25
2023 Q4	$1.82M	Sell	22,216 -1,696	-7%	-$138K	1.29%	24
2023 Q3	$1.94M	Buy	23,912 +877	+4%	+$71K	1.53%	20
2023 Q2	$1.87M	Sell	23,035 -446	-2%	-$36.5K	1.41%	19
2023 Q1	$1.93M	Buy	+23,481	New	+$1.91M	1.65%	17

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowroot Family Office's SHY Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 27% in Q1 2026, buying an estimated $217K and bringing the position to 12,390 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #65.

Arrowroot Family Office first reported a position in SHY in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Arrowroot Family Office held 12,390 shares of iShares 1-3 Year Treasury Bond ETF worth $1.02M as of Q1 2026.
Arrowroot Family Office bought 2,619 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $217K.
iShares 1-3 Year Treasury Bond ETF made up 0.34% of Arrowroot Family Office's portfolio in Q1 2026, its #65 holding.
Arrowroot Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $1.94M in Q3 2023.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.