Raymond James Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Raymond James Financial’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	$414M	Buy	5,038,978 +460,374	+10%	+$37.9M	0.11%	150
2026 Q1	$378M	Buy	4,578,604 +322,542	+8%	+$26.7M	0.12%	145
2025 Q4	$352M	Sell	4,256,062 -43,518	-1%	-$3.61M	0.11%	152
2025 Q3	$357M	Buy	4,299,580 +103,291	+2%	+$8.54M	0.11%	148
2025 Q2	$348M	Sell	4,196,289 -872,308	-17%	-$72M	0.12%	148
2025 Q1	$419M	Buy	5,068,597 +323,185	+7%	+$26.6M	0.16%	109
2024 Q4	$389M	Buy	+4,745,412	New	+$390M	0.14%	123

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

Raymond James Financial's SHY Position: Q2 2026 in Review

Raymond James Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, buying an estimated $37.9M and bringing the position to 5,038,978 shares worth $414M. The position accounts for 0.11% of the portfolio, ranked #150.

Raymond James Financial first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $419M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Raymond James Financial held 5,038,978 shares of iShares 1-3 Year Treasury Bond ETF worth $414M as of Q2 2026.
Raymond James Financial bought 460,374 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $37.9M.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Raymond James Financial's portfolio in Q2 2026, its #150 holding.
Raymond James Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $419M in Q1 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.