Jeter Robert S II’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jeter Robert S II’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	$506K	Buy	+6,230	New	+$509K	0.33%	42

Other funds holding SHY

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

Edge Wealth Management New York $666M AUM 17.64% 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

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Jeter Robert S II's SHY Position: Q3 2026 in Review

Jeter Robert S II opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 6,230 shares worth $506K. The stake represents 0.33% of the portfolio and ranks #42 among its holdings.

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

Jeter Robert S II held 6,230 shares of iShares 1-3 Year Treasury Bond ETF worth $506K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Jeter Robert S II position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.33% of Jeter Robert S II's portfolio in Q3 2026, its #42 holding.
284 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Jeter Robert S II's 13F filing for Q3 2026, filed 16 Oct 2026.