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Retirement Income Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Retirement Income Solutions’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 		$558K Sell
6,752
-1,247
-16% -$103K 0.1% 83
2025
Q4 		$662K Sell
7,999
-1,040
-12% -$86.2K 0.11% 70
2025
Q3 		$750K Buy
9,039
+505
+6% +$41.8K 0.13% 61
2025
Q2 		$707K Buy
8,534
+36
+0.4% +$2.97K 0.13% 63
2025
Q1 		$703K Buy
8,498
+2,060
+32% +$169K 0.15% 59
2024
Q4 		$528K Sell
6,438
-7,843
-55% -$645K 0.11% 71
2024
Q3 		$1.19M Sell
14,281
-846
-6% -$69.8K 0.27% 41
2024
Q2 		$1.24M Sell
15,127
-12,100
-44% -$984K 0.3% 40
2024
Q1 		$2.23M Sell
27,227
-8,312
-23% -$680K 0.5% 28
2023
Q4 		$2.92M Sell
35,539
-13,176
-27% -$1.07M 0.72% 22
2023
Q3 		$3.94M Buy
48,715
+6,539
+16% +$530K 1.1% 17
2023
Q2 		$3.42M Sell
42,176
-1,692
-4% -$138K 0.92% 20
2023
Q1 		$3.6M Sell
43,868
-4,234
-9% -$345K 1.05% 18
2022
Q4 		$3.9M Sell
48,102
-2,284
-5% -$185K 1.24% 16
2022
Q3 		$4.09M Buy
50,386
+40,769
+424% +$3.36M 1.47% 16
2022
Q2 		$795K Buy
+9,617
New +$798K 0.28% 44

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

Retirement Income Solutions's SHY Position: Q1 2026 in Review

Retirement Income Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q1 2026, selling an estimated $103K and leaving 6,752 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #83.

Retirement Income Solutions first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.09M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Retirement Income Solutions held 6,752 shares of iShares 1-3 Year Treasury Bond ETF worth $558K as of Q1 2026.
  • Retirement Income Solutions sold 1,247 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Retirement Income Solutions's portfolio in Q1 2026, its #83 holding.
  • Retirement Income Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Retirement Income Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $4.09M in Q3 2022.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.