DBRC
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D.B. Root & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

D.B. Root & Company’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
2025
Q4 		– Sell
-2,490
Closed -$207K – 193
2025
Q3 		$207K Buy
+2,490
New +$206K 0.05% 181
2018
Q4 		– Sell
-4,369
Closed -$363K – 209
2018
Q3 		$363K Buy
4,369
+345
+9% +$28.7K 0.16% 153
2018
Q2 		$335K Buy
+4,024
New +$335K 0.16% 159

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.B. Root & Company's SHY Position: Q4 2025 in Review

D.B. Root & Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,490 shares — an estimated $207K sold.

D.B. Root & Company first reported a position in SHY in Q2 2018 and held it in 3 quarters. The position peaked at $363K in Q3 2018. 1,206 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • D.B. Root & Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • D.B. Root & Company sold 2,490 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $207K.
  • D.B. Root & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 3 quarters.
  • D.B. Root & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $363K in Q3 2018.
  • 1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on D.B. Root & Company's 13F filing for Q4 2025, filed 3 Feb 2026.