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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richardson Financial Services's SHY Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5 shares — an estimated $414 sold.

Richardson Financial Services first reported a position in SHY in Q4 2023 and held it in 9 quarters. The position peaked at $11.9K in Q1 2024. 1,225 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Richardson Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 5 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $414.
Richardson Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Richardson Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $11.9K in Q1 2024.
1,225 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.