RDA Financial Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RDA Financial Network’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	$1.08M	Buy	13,111 +1,747	+15%	+$144K	0.23%	95
2026 Q1	$938K	Buy	11,364 +240	+2%	+$19.9K	0.23%	104
2025 Q4	$921K	Buy	11,124 +89	+0.8%	+$7.38K	0.22%	106
2025 Q3	$915K	Buy	11,035 +4,078	+59%	+$337K	0.23%	109
2025 Q2	$576K	Buy	6,957 +85	+1%	+$7.02K	0.16%	133
2025 Q1	$569K	Sell	6,872 -5	-0.1%	-$411	0.17%	125
2024 Q4	$564K	Buy	+6,877	New	+$565K	0.16%	126
2023 Q1	–	Sell	-2,870	Closed	-$233K	–	230
2022 Q4	$233K	Buy	+2,870	New	+$233K	0.12%	184
2022 Q3	–	Sell	-2,522	Closed	-$209K	–	213
2022 Q2	$209K	Buy	+2,522	New	+$209K	0.11%	196

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

RDA Financial Network's SHY Position: Q2 2026 in Review

RDA Financial Network increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, buying an estimated $144K and bringing the position to 13,111 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #95.

RDA Financial Network first reported a position in SHY in Q2 2022 and has held it in 9 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

RDA Financial Network held 13,111 shares of iShares 1-3 Year Treasury Bond ETF worth $1.08M as of Q2 2026.
RDA Financial Network bought 1,747 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of RDA Financial Network's portfolio in Q2 2026, its #95 holding.
RDA Financial Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 9 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.