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Rather & Kittrell’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rather & Kittrell’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 		$1.23M Sell
15,000
-427
-3% -$35.1K 0.17% 49
2026
Q1 		$1.27M Hold
15,427
– – 0.2% 41
2025
Q4 		$1.28M Buy
15,427
+274
+2% +$22.7K 0.21% 40
2025
Q3 		$1.26M Sell
15,153
-116
-0.8% -$9.59K 0.22% 41
2025
Q2 		$1.27M Buy
15,269
+78
+0.5% +$6.44K 0.25% 34
2025
Q1 		$1.26M Hold
15,191
– – 0.27% 33
2024
Q4 		$1.25M Buy
15,191
+12
+0.1% +$986 0.29% 33
2024
Q3 		$1.26M Sell
15,179
-1,500
-9% -$124K 0.31% 32
2024
Q2 		$1.36M Sell
16,679
-746
-4% -$60.7K 0.37% 31
2024
Q1 		$1.43M Buy
17,425
+216
+1% +$17.7K 0.43% 29
2023
Q4 		$1.41M Hold
17,209
– – 0.49% 28
2023
Q3 		$1.39M Hold
17,209
– – 0.56% 27
2023
Q2 		$1.4M Sell
17,209
-250
-1% -$20.4K 0.58% 28
2023
Q1 		$1.43M Sell
17,459
-978
-5% -$79.7K 0.65% 27
2022
Q4 		$1.5M Sell
18,437
-4,156
-18% -$337K 0.8% 27
2022
Q3 		$1.83M Sell
22,593
-884
-4% -$72.8K 1.93% 11
2022
Q2 		$1.94M Sell
23,477
-2,695
-10% -$224K 2.13% 11
2022
Q1 		$2.18M Sell
26,172
-1,200
-4% -$101K 2.13% 11
2021
Q4 		$2.34M Buy
+27,372
New +$2.35M 2.06% 14

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rather & Kittrell's SHY Position: Q2 2026 in Review

Rather & Kittrell reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.8% in Q2 2026, selling an estimated $35.1K and leaving 15,000 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #49.

Rather & Kittrell first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Rather & Kittrell held 15,000 shares of iShares 1-3 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
  • Rather & Kittrell sold 427 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Rather & Kittrell's portfolio in Q2 2026, its #49 holding.
  • Rather & Kittrell first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's iShares 1-3 Year Treasury Bond ETF position peaked at $2.34M in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.