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B. Riley Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

B. Riley Wealth Advisors’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 		$1.58M Buy
19,202
+1,573
+9% +$129K 0.08% 214
2026
Q1 		$1.45M Sell
17,629
-3,616
-17% -$299K 0.09% 214
2025
Q4 		$1.76M Sell
21,245
-608
-3% -$50.4K 0.08% 227
2025
Q3 		$1.81M Buy
21,853
+930
+4% +$76.9K 0.08% 223
2025
Q2 		$1.73M Buy
+20,923
New +$1.73M 0.08% 238
2024
Q4 		$1.73M Sell
21,080
-5,004
-19% -$411K 0.06% 308
2024
Q3 		$2.17M Buy
26,084
+486
+2% +$40.1K 0.06% 302
2024
Q2 		$2.09M Sell
25,598
-6,166
-19% -$502K 0.05% 327
2024
Q1 		$2.57M Buy
31,764
+7,268
+30% +$595K 0.07% 282
2023
Q4 		$2.01M Sell
24,496
-7,268
-23% -$591K 0.05% 356
2023
Q3 		$2.57M Sell
31,764
-4,416
-12% -$358K 0.07% 282
2023
Q2 		$2.93M Sell
36,180
-103,312
-74% -$8.45M 0.07% 278
2023
Q1 		$11.5M Sell
139,492
-16,819
-11% -$1.37M 0.31% 69
2022
Q4 		$12.7M Buy
156,311
+14,773
+10% +$1.2M 0.36% 63
2022
Q3 		$11.5M Buy
141,538
+95,658
+208% +$7.87M 0.35% 63
2022
Q2 		$3.8M Sell
45,880
-2,972
-6% -$247K 0.16% 137
2022
Q1 		$4.07M Sell
48,852
-5,395
-10% -$456K 0.13% 166
2021
Q4 		$4.64M Sell
54,247
-21,595
-28% -$1.85M 0.13% 161
2021
Q3 		$6.53M Buy
75,842
+8,810
+13% +$760K 0.21% 102
2021
Q2 		$5.78M Buy
67,032
+348
+0.5% +$30K 0.19% 123
2021
Q1 		$5.75M Buy
66,684
+4,582
+7% +$396K 0.2% 115
2020
Q4 		$5.37M Sell
62,102
-6,659
-10% -$575K 0.29% 81
2020
Q3 		$5.95M Buy
68,761
+11,644
+20% +$1.01M 0.32% 75
2020
Q2 		$4.95M Buy
57,117
+13,631
+31% +$1.18M 0.33% 75
2020
Q1 		$3.77M Sell
43,486
-3,167
-7% -$270K 0.32% 74
2019
Q4 		$3.95M Sell
46,653
-363
-0.8% -$30.8K 0.34% 65
2019
Q3 		$3.99M Buy
47,016
+2,662
+6% +$226K 0.39% 52
2019
Q2 		$3.76M Buy
44,354
+193
+0.4% +$16.3K 0.41% 52
2019
Q1 		$3.71M Sell
44,161
-3,288
-7% -$275K 0.46% 50
2018
Q4 		$3.97M Buy
47,449
+498
+1% +$41.4K 0.56% 37
2018
Q3 		$3.9M Sell
46,951
-8,720
-16% -$725K 0.46% 50
2018
Q2 		$4.64M Buy
55,671
+33,731
+154% +$2.81M 0.61% 32
2018
Q1 		$1.83M Buy
21,940
+5,381
+32% +$450K 0.26% 101
2017
Q4 		$1.39M Sell
16,559
-12,742
-43% -$1.07M 0.19% 135
2017
Q3 		$2.47M Buy
29,301
+17,041
+139% +$1.44M 0.41% 57
2017
Q2 		$1.04M Buy
12,260
+1,147
+10% +$97K 0.19% 142
2017
Q1 		$940K Sell
11,113
-25,585
-70% -$2.16M 0.19% 136
2016
Q4 		$3.1M Buy
36,698
+30,697
+512% +$2.6M 0.63% 38
2016
Q3 		$512K Buy
6,001
+179
+3% +$15.2K 0.1% 257
2016
Q2 		$498K Sell
5,822
-3,741
-39% -$318K 0.1% 251
2016
Q1 		$467K Sell
9,563
-1,940
-17% -$165K 0.11% 235
2015
Q4 		$971K Sell
11,503
-15,148
-57% -$1.28M 0.2% 136
2015
Q3 		$2.27M Buy
26,651
+23,025
+635% +$1.95M 0.54% 33
2015
Q2 		$310K Sell
3,626
-27
-0.7% -$2.29K 0.08% 322
2015
Q1 		$310K Sell
3,653
-44
-1% -$3.73K 0.08% 344
2014
Q4 		$312 Sell
3,697
-742
-17% -$62.8K 0.01% 1097
2014
Q3 		$375K Sell
4,439
-3,323
-43% -$281K 0.1% 279
2014
Q2 		$329K Buy
7,762
+1,941
+33% +$164K 0.08% 293
2014
Q1 		$492K Sell
5,821
-1,848
-24% -$156K 0.15% 157
2013
Q4 		$647K Sell
7,669
-6,423
-46% -$543K 0.21% 118
2013
Q3 		$1.19M Sell
14,092
-2,573
-15% -$217K 0.41% 51
2013
Q2 		$1.41M Buy
+16,665
New +$1.41M 0.48% 43

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

B. Riley Wealth Advisors's SHY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.9% in Q2 2026, buying an estimated $129K and bringing the position to 19,202 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #214.

B. Riley Wealth Advisors first reported a position in SHY in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q4 2022. 422 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • B. Riley Wealth Advisors held 19,202 shares of iShares 1-3 Year Treasury Bond ETF worth $1.58M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,573 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $129K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $12.7M in Q4 2022.
  • 422 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.