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 Q3	$1.22K	Sell	15 -14	-48%	-$1.14K	﹤0.01%	755
2026 Q2	$2.38K	Sell	29 -301	-91%	-$24.8K	﹤0.01%	635
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 New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rakuten Securities's SHY Position: Q3 2026 in Review

Rakuten Securities reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q3 2026, selling an estimated $1.14K and leaving 15 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Rakuten Securities first reported a position in SHY in Q2 2024 and has held it in 10 quarters since. The position peaked at $27.2K in Q1 2026. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Rakuten Securities held 15 shares of iShares 1-3 Year Treasury Bond ETF worth $1.22K as of Q3 2026.
Rakuten Securities sold 14 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.14K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Rakuten Securities's portfolio in Q3 2026, its #755 holding.
Rakuten Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Rakuten Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $27.2K in Q1 2026.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.