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Roberts Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roberts Wealth Advisors’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 		$254K Hold
3,081
– – 0.06% 104
2025
Q4 		$255K Sell
3,081
-572
-16% -$47.4K 0.07% 95
2025
Q3 		$303K Sell
3,653
-206
-5% -$17K 0.08% 89
2025
Q2 		$320K Sell
3,859
-1,838
-32% -$152K 0.09% 86
2025
Q1 		$471K Sell
5,697
-324
-5% -$26.6K 0.15% 78
2024
Q4 		$494K Sell
6,021
-2,900
-33% -$238K 0.15% 75
2024
Q3 		$736K Sell
8,921
-463
-5% -$38.2K 0.24% 67
2024
Q2 		$766K Sell
9,384
-912
-9% -$74.2K 0.26% 64
2024
Q1 		$836K Sell
10,296
-469
-4% -$38.4K 0.31% 66
2023
Q4 		$2.65M Sell
10,765
-411
-4% -$33.4K 0.41% 51
2023
Q3 		$904K Sell
11,176
-155
-1% -$12.6K 0.4% 62
2023
Q2 		$919K Sell
11,331
-75
-0.7% -$6.13K 0.4% 57
2023
Q1 		$938K Sell
11,406
-50
-0.4% -$4.08K 0.43% 57
2022
Q4 		$931K Sell
11,456
-5,321
-32% -$432K 0.45% 59
2022
Q3 		$1.36M Sell
16,777
-3,553
-17% -$292K 0.67% 47
2022
Q2 		$1.68M Sell
20,330
-520
-2% -$43.1K 0.73% 42
2022
Q1 		$1.73M Sell
20,850
-4,612
-18% -$390K 0.68% 43
2021
Q4 		$2.17M Buy
25,462
+308
+1% +$26.4K 0.78% 41
2021
Q3 		$2.17M Buy
+25,154
New +$2.17M 0.86% 41

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

Roberts Wealth Advisors's SHY Position: Q1 2026 in Review

Roberts Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,081 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #104.

Roberts Wealth Advisors first reported a position in SHY in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Roberts Wealth Advisors held 3,081 shares of iShares 1-3 Year Treasury Bond ETF worth $254K as of Q1 2026.
  • Roberts Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Roberts Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • Roberts Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.65M in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.