Matthew Hamilton Rosenberg’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Matthew Hamilton Rosenberg’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	$2.92K	Hold	36	–	–	﹤0.01%	736
2026 Q2	$2.96K	Hold	36	–	–	﹤0.01%	717
2026 Q1	$2.97K	Hold	36	–	–	﹤0.01%	714
2025 Q4	$2.98K	Hold	36	–	–	﹤0.01%	726
2025 Q3	$2.99K	Hold	36	–	–	﹤0.01%	732
2025 Q2	$2.98K	Hold	36	–	–	﹤0.01%	760
2025 Q1	$2.98K	Buy	+36	New	+$2.96K	﹤0.01%	742
2024 Q1	–	Sell	-5	Closed	-$410	–	913
2023 Q4	$410	Hold	5	–	–	﹤0.01%	830
2023 Q3	$405	Hold	5	–	–	﹤0.01%	831
2023 Q2	$405	Sell	5 -1,370	-100%	-$112K	﹤0.01%	852
2023 Q1	$113K	Hold	1,375	–	–	0.04%	287
2022 Q4	$112K	Buy	+1,375	New	+$112K	0.04%	288
2021 Q4	–	Sell	-47	Closed	-$4K	–	738
2021 Q3	$4K	Hold	47	–	–	﹤0.01%	644
2021 Q2	$4K	Hold	47	–	–	﹤0.01%	561
2021 Q1	$4K	Sell	47 -16	-25%	-$1.38K	﹤0.01%	534
2020 Q4	$5K	Buy	63 +16	+34%	+$1.38K	﹤0.01%	512
2020 Q3	$4K	Sell	47 -93	-66%	-$8.05K	﹤0.01%	503
2020 Q2	$12K	Buy	+140	New	+$12.1K	0.01%	461

Other funds holding SHY

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Matthew Hamilton Rosenberg's SHY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 36 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Matthew Hamilton Rosenberg first reported a position in SHY in Q2 2020 and has held it in 18 quarters since. The position peaked at $113K in Q1 2023. 41 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Matthew Hamilton Rosenberg held 36 shares of iShares 1-3 Year Treasury Bond ETF worth $2.92K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #736 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's iShares 1-3 Year Treasury Bond ETF position peaked at $113K in Q1 2023.
41 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.