Ritter Daniher Financial Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ritter Daniher Financial Advisory’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	$49.3K	Hold	600	–	–	0.01%	280
2026 Q1	$49.5K	Hold	600	–	–	0.01%	275
2025 Q4	$49.7K	Hold	600	–	–	0.01%	271
2025 Q3	$49.8K	Hold	600	–	–	0.01%	234
2025 Q2	$49.7K	Hold	600	–	–	0.01%	176
2025 Q1	$49.6K	Hold	600	–	–	0.01%	166
2024 Q4	$49.2K	Hold	600	–	–	0.01%	161
2024 Q3	$49.9K	Sell	600 -498	-45%	-$41.1K	0.01%	158
2024 Q2	$89.7K	Hold	1,098	–	–	0.03%	116
2024 Q1	$89.8K	Buy	1,098 +325	+42%	+$26.6K	0.03%	117
2023 Q4	$63.4K	Hold	773	–	–	0.02%	134
2023 Q3	$62.6K	Buy	773 +173	+29%	+$14K	0.03%	128
2023 Q2	$48.6K	Hold	600	–	–	0.02%	138
2023 Q1	$49.3K	Hold	600	–	–	0.02%	137
2022 Q4	$48.7K	Sell	600 -201	-25%	-$16.3K	0.02%	149
2022 Q3	$65K	Buy	801 +600	+299%	+$49.4K	0.05%	104
2022 Q2	$17K	Hold	201	–	–	0.01%	146
2022 Q1	$17K	Hold	201	–	–	0.01%	149
2021 Q4	$17K	Hold	201	–	–	0.01%	141
2021 Q3	$17K	Hold	201	–	–	0.01%	139
2021 Q2	$17K	Hold	201	–	–	0.01%	136
2021 Q1	$17K	Hold	201	–	–	0.01%	127
2020 Q4	$17K	Buy	+201	New	+$17.4K	0.01%	124

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

Ritter Daniher Financial Advisory's SHY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 600 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #280.

Ritter Daniher Financial Advisory first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $89.8K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Ritter Daniher Financial Advisory held 600 shares of iShares 1-3 Year Treasury Bond ETF worth $49.3K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #280 holding.
Ritter Daniher Financial Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $89.8K in Q1 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.