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Rakuten Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rakuten Securities’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
Q1 		$27.2K Buy
330
+276
+511% +$22.8K 0.01% 318
2025
Q4 		$4.47K Hold
54
– – ﹤0.01% 537
2025
Q3 		$4.48K Sell
54
-10
-16% -$827 ﹤0.01% 529
2025
Q2 		$5.3K Sell
64
-7
-10% -$578 ﹤0.01% 490
2025
Q1 		$5.87K Sell
71
-110
-61% -$9.05K ﹤0.01% 474
2024
Q4 		$14.8K Sell
181
-46
-20% -$3.78K 0.01% 339
2024
Q3 		$18.9K Sell
227
-28
-11% -$2.31K 0.01% 271
2024
Q2 		$20.8K Buy
+255
New +$20.7K 0.01% 252

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rakuten Securities's SHY Position: Q1 2026 in Review

Rakuten Securities increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 511% in Q1 2026, buying an estimated $22.8K and bringing the position to 330 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #318.

Rakuten Securities first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Rakuten Securities held 330 shares of iShares 1-3 Year Treasury Bond ETF worth $27.2K as of Q1 2026.
  • Rakuten Securities bought 276 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $22.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Rakuten Securities's portfolio in Q1 2026, its #318 holding.
  • Rakuten Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.