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

Robertson Stephens 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	$727K	Buy	8,855 +1,121	+14%	+$92.2K	0.02%	381
2026 Q1	$639K	Sell	7,734 -13,274	-63%	-$1.1M	0.02%	383
2025 Q4	$1.74M	Sell	21,008 -4,317	-17%	-$358K	0.05%	232
2025 Q3	$2.1M	Buy	25,325 +5,553	+28%	+$459K	0.06%	178
2025 Q2	$1.64M	Buy	19,772 +2,958	+18%	+$244K	0.05%	211
2025 Q1	$1.39M	Buy	16,814 +11,752	+232%	+$966K	0.05%	229
2024 Q4	$415K	Buy	+5,062	New	+$416K	0.01%	396
2024 Q1	–	Sell	-107,161	Closed	-$8.79M	–	506
2023 Q4	$8.79M	Sell	107,161 -122,269	-53%	-$9.94M	0.53%	36
2023 Q3	$18.6M	Buy	229,430 +20,754	+10%	+$1.68M	1.25%	16
2023 Q2	$16.9M	Sell	208,676 -4,067	-2%	-$333K	1.2%	18
2023 Q1	$17.5M	Buy	+212,743	New	+$17.3M	1.35%	15
2022 Q4	–	Sell	-2,986	Closed	-$242K	–	433
2022 Q3	$242K	Sell	2,986 -12,987	-81%	-$1.07M	0.03%	314
2022 Q2	$1.32M	Buy	+15,973	New	+$1.33M	0.12%	135
2022 Q1	–	Sell	-10,255	Closed	-$877K	–	404
2021 Q4	$877K	Hold	10,255	–	–	0.07%	195
2021 Q3	$883K	Buy	+10,255	New	+$884K	0.1%	135
2020 Q3	–	Sell	-4,168	Closed	-$360K	–	244
2020 Q2	$360K	Sell	4,168 -19,752	-83%	-$1.71M	0.1%	129
2020 Q1	$2.07M	Buy	23,920 +11,697	+96%	+$999K	0.71%	38
2019 Q4	$1.03M	Sell	12,223 -4,900	-29%	-$415K	0.52%	39
2019 Q3	$1.45M	Sell	17,123 -842	-5%	-$71.4K	0.74%	32
2019 Q2	$1.52M	Sell	17,965 -40,924	-69%	-$3.45M	1.48%	24
2019 Q1	$4.95M	Buy	58,889 +9,944	+20%	+$832K	4.23%	8
2018 Q4	$4.09M	Buy	+48,945	New	+$4.07M	4.09%	6

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

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

Robertson Stephens Wealth Management's SHY Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $92.2K and bringing the position to 8,855 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #381.

Robertson Stephens Wealth Management first reported a position in SHY in Q4 2018 and has held it in 22 quarters since. The position peaked at $18.6M in Q3 2023. 557 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Robertson Stephens Wealth Management held 8,855 shares of iShares 1-3 Year Treasury Bond ETF worth $727K as of Q2 2026.
Robertson Stephens Wealth Management bought 1,121 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $92.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #381 holding.
Robertson Stephens Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 22 quarters since.
Robertson Stephens Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $18.6M in Q3 2023.
557 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.