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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
Q2 		$558K Hold
6,752
– – 0.1% 83
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 $1.89T 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

Retirement Income Solutions's SHY Position: Q2 2026 in Review

Retirement Income Solutions held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 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 17 quarters since. The position peaked at $4.09M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Retirement Income Solutions held 6,752 shares of iShares 1-3 Year Treasury Bond ETF worth $558K as of Q2 2026.
  • Retirement Income Solutions left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Retirement Income Solutions's portfolio in Q2 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 17 quarters since.
  • Retirement Income Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $4.09M in Q3 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.