RFS
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Richardson Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Richardson Financial Services’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 		– Sell
-5
Closed -$414 – 654
2025
Q4 		$414 Hold
5
– – ﹤0.01% 591
2025
Q3 		$415 Sell
5
-12
-71% -$993 ﹤0.01% 501
2025
Q2 		$1.4K Sell
17
-9
-35% -$743 ﹤0.01% 496
2025
Q1 		$2.15K Sell
26
-20
-43% -$1.65K ﹤0.01% 474
2024
Q4 		$3.77K Sell
46
-82
-64% -$6.74K ﹤0.01% 471
2024
Q3 		$10.5K Hold
128
– – 0.01% 399
2024
Q2 		$10.5K Sell
128
-18
-12% -$1.47K 0.01% 383
2024
Q1 		$11.9K Buy
146
+141
+2,820% +$11.5K 0.01% 388
2023
Q4 		$410 Buy
+5
New +$406 ﹤0.01% 372

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