Raab & Moskowitz Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Raab & Moskowitz Asset Management’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	$447K	Sell	5,444 -881	-14%	-$72.4K	0.09%	146
2026 Q1	$522K	Sell	6,325 -74	-1%	-$6.13K	0.12%	131
2025 Q4	$530K	Sell	6,399 -55	-0.9%	-$4.56K	0.12%	131
2025 Q3	$535K	Sell	6,454 -36	-0.6%	-$2.98K	0.12%	127
2025 Q2	$538K	Hold	6,490	–	–	0.13%	122
2025 Q1	$537K	Hold	6,490	–	–	0.14%	121
2024 Q4	$532K	Hold	6,490	–	–	0.13%	119
2024 Q3	$540K	Sell	6,490 -270	-4%	-$22.3K	0.14%	118
2024 Q2	$552K	Buy	6,760 +260	+4%	+$21.2K	0.15%	113
2024 Q1	$532K	Sell	6,500 -475	-7%	-$38.9K	0.15%	116
2023 Q4	$572K	Buy	6,975 +80	+1%	+$6.5K	0.18%	104
2023 Q3	$558K	Buy	6,895 +40	+0.6%	+$3.24K	0.2%	99
2023 Q2	$556K	Buy	+6,855	New	+$560K	0.19%	101
2020 Q1	–	Sell	-151	Closed	-$12K	–	439
2019 Q4	$12K	Buy	+151	New	+$12.8K	﹤0.01%	384
2018 Q4	–	Sell	-323	Closed	-$26K	–	434
2018 Q3	$26K	Buy	+323	New	+$26.9K	0.01%	317
2015 Q1	–	Sell	-616	Closed	-$52K	–	323
2014 Q4	$52K	Buy	+616	New	+$52.1K	0.03%	190

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raab & Moskowitz Asset Management's SHY Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, selling an estimated $72.4K and leaving 5,444 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #146.

Raab & Moskowitz Asset Management first reported a position in SHY in Q4 2014 and has held it in 16 quarters since. The position peaked at $572K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Raab & Moskowitz Asset Management held 5,444 shares of iShares 1-3 Year Treasury Bond ETF worth $447K as of Q2 2026.
Raab & Moskowitz Asset Management sold 881 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $72.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #146 holding.
Raab & Moskowitz Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 16 quarters since.
Raab & Moskowitz Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $572K in Q4 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.