Richards, Merrill & Peterson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Richards, Merrill & Peterson’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	$170K	Hold	2,072	–	–	0.05%	200
2026 Q1	$171K	Buy	2,072 +450	+28%	+$37.3K	0.06%	189
2025 Q4	$134K	Hold	1,622	–	–	0.05%	183
2025 Q3	$135K	Hold	1,622	–	–	0.06%	171
2025 Q2	$134K	Sell	1,622 -6	-0.4%	-$495	0.06%	162
2025 Q1	$135K	Buy	1,628 +6	+0.4%	+$493	0.07%	170
2024 Q4	$133K	Buy	+1,622	New	+$133K	0.07%	168

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Richards, Merrill & Peterson's SHY Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 2,072 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #200.

Richards, Merrill & Peterson first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $171K in Q1 2026. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Richards, Merrill & Peterson held 2,072 shares of iShares 1-3 Year Treasury Bond ETF worth $170K as of Q2 2026.
Richards, Merrill & Peterson left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #200 holding.
Richards, Merrill & Peterson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's iShares 1-3 Year Treasury Bond ETF position peaked at $171K in Q1 2026.
581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.