RMR Wealth Builders’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RMR Wealth Builders’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	$2.29M	Buy	27,942 +17	+0.1%	+$1.4K	0.14%	82
2026 Q1	$2.31M	Sell	27,925 -881	-3%	-$72.9K	0.18%	78
2025 Q4	$2.39M	Buy	28,806 +364	+1%	+$30.2K	0.19%	76
2025 Q3	$2.36M	Sell	28,442 -1,059	-4%	-$87.6K	0.2%	64
2025 Q2	$2.44M	Buy	29,501 +2	+0%	+$165	0.22%	58
2025 Q1	$2.44M	Sell	29,499 -488	-2%	-$40.1K	0.26%	51
2024 Q4	$2.46M	Sell	29,987 -122	-0.4%	-$10K	0.25%	52
2024 Q3	$2.5M	Buy	30,109 +3	+0%	+$248	0.27%	47
2024 Q2	$2.46M	Buy	30,106 +2	+0%	+$163	0.28%	46
2024 Q1	$2.46M	Buy	30,104 +1	+0%	+$82	0.3%	44
2023 Q4	$2.47M	Sell	30,103 -94	-0.3%	-$7.64K	0.35%	39
2023 Q3	$2.45M	Sell	30,197 -3,183	-10%	-$258K	0.39%	37
2023 Q2	$2.71M	Sell	33,380 -26,930	-45%	-$2.2M	0.46%	30
2023 Q1	$4.96M	Sell	60,310 -15,892	-21%	-$1.3M	0.94%	24
2022 Q4	$6.19M	Buy	76,202 +48,236	+172%	+$3.91M	1.4%	16
2022 Q3	$2.27M	Buy	27,966 +1	+0%	+$82	0.56%	30
2022 Q2	$2.31M	Buy	27,965 +415	+2%	+$34.4K	0.58%	31
2022 Q1	$2.3M	Buy	+27,550	New	+$2.33M	0.49%	35
2021 Q4	–	Sell	-27,650	Closed	-$2.38M	–	192
2021 Q3	$2.38M	Hold	27,650	–	–	0.7%	22
2021 Q2	$2.38M	Hold	27,650	–	–	0.78%	21
2021 Q1	$2.38M	Hold	27,650	–	–	0.62%	22
2020 Q4	$2.39M	Sell	27,650 -2,350	-8%	-$203K	1.17%	13
2020 Q3	$2.6M	Buy	30,000 +4,100	+16%	+$355K	0.67%	28
2020 Q2	$2.24M	Buy	+25,900	New	+$2.24M	2%	9
2019 Q4	$245K	Buy	+2,900	New	+$246K	0.24%	97

Other funds holding SHY

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

RMR Wealth Builders's SHY Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.06% in Q2 2026, buying an estimated $1.4K and bringing the position to 27,942 shares worth $2.29M. The position accounts for 0.14% of the portfolio, ranked #82.

RMR Wealth Builders first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.19M in Q4 2022. 416 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

RMR Wealth Builders held 27,942 shares of iShares 1-3 Year Treasury Bond ETF worth $2.29M as of Q2 2026.
RMR Wealth Builders bought 17 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of RMR Wealth Builders's portfolio in Q2 2026, its #82 holding.
RMR Wealth Builders first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
RMR Wealth Builders's iShares 1-3 Year Treasury Bond ETF position peaked at $6.19M in Q4 2022.
416 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.