Ritholtz Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ritholtz Wealth Management’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	$2.1M	Sell	25,555 -2,039	-7%	-$168K	0.03%	403
2026 Q1	$2.28M	Sell	27,594 -8,476	-23%	-$702K	0.04%	340
2025 Q4	$2.99M	Sell	36,070 -64,358	-64%	-$5.33M	0.05%	255
2025 Q3	$8.33M	Buy	100,428 +2,080	+2%	+$172K	0.16%	68
2025 Q2	$8.15M	Sell	98,348 -16,999	-15%	-$1.4M	0.18%	62
2025 Q1	$9.54M	Buy	115,347 +21,189	+23%	+$1.74M	0.29%	47
2024 Q4	$7.72M	Sell	94,158 -3,825	-4%	-$314K	0.23%	54
2024 Q3	$8.15M	Buy	97,983 +8,911	+10%	+$735K	0.25%	51
2024 Q2	$7.27M	Sell	89,072 -1,121	-1%	-$91.2K	0.24%	50
2024 Q1	$7.38M	Sell	90,193 -7,017	-7%	-$574K	0.25%	52
2023 Q4	$7.98M	Sell	97,210 -12,591	-11%	-$1.02M	0.31%	41
2023 Q3	$8.89M	Buy	109,801 +5,396	+5%	+$437K	0.4%	35
2023 Q2	$8.47M	Buy	104,405 +10,742	+11%	+$878K	0.38%	34
2023 Q1	$7.7M	Sell	93,663 -1,279,584	-93%	-$104M	0.38%	34
2022 Q4	$111M	Sell	1,373,247 -3,190,714	-70%	-$259M	6.22%	3
2022 Q3	$371M	Buy	4,563,961 +49,363	+1%	+$4.06M	19.68%	1
2022 Q2	$374M	Buy	4,514,598 +4,315,670	+2,169%	+$358M	23.55%	1
2022 Q1	$16.6M	Buy	198,928 +17,327	+10%	+$1.46M	1.12%	17
2021 Q4	$15.5M	Buy	181,601 +23,795	+15%	+$2.04M	0.97%	17
2021 Q3	$13.6M	Buy	157,806 +11,405	+8%	+$983K	0.94%	18
2021 Q2	$12.6M	Buy	146,401 +59,122	+68%	+$5.1M	0.91%	15
2021 Q1	$7.53M	Buy	87,279 +16,898	+24%	+$1.46M	0.63%	18
2020 Q4	$6.08M	Buy	70,381 +3,695	+6%	+$319K	0.58%	18
2020 Q3	$5.77M	Buy	66,686 +8,879	+15%	+$768K	0.65%	18
2020 Q2	$5.01M	Buy	57,807 +14,148	+32%	+$1.23M	0.64%	18
2020 Q1	$3.78M	Buy	43,659 +41,154	+1,643%	+$3.51M	0.61%	15
2019 Q4	$212K	Buy	+2,505	New	+$212K	0.03%	135
2019 Q2	–	Sell	-3,758	Closed	-$316K	–	146
2019 Q1	$316K	Buy	+3,758	New	+$315K	0.06%	97

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ritholtz Wealth Management's SHY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.4% in Q2 2026, selling an estimated $168K and leaving 25,555 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #403.

Ritholtz Wealth Management first reported a position in SHY in Q1 2019 and has held it in 28 quarters since. The position peaked at $374M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Ritholtz Wealth Management held 25,555 shares of iShares 1-3 Year Treasury Bond ETF worth $2.1M as of Q2 2026.
Ritholtz Wealth Management sold 2,039 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $168K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #403 holding.
Ritholtz Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 28 quarters since.
Ritholtz Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $374M in Q2 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.