Robinson Value Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Robinson Value 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 Q3	$1.53M	Buy	18,860 +2,481	+15%	+$203K	0.84%	48
2026 Q2	$1.34M	Sell	16,379 -1,122	-6%	-$92.3K	0.72%	49
2026 Q1	$1.45M	Buy	17,501 +26	+0.1%	+$2.15K	0.8%	48
2025 Q4	$1.45M	Buy	17,475 +113	+0.7%	+$9.37K	0.78%	51
2025 Q3	$1.44M	Sell	17,362 -365	-2%	-$30.2K	0.84%	47
2025 Q2	$1.47M	Sell	17,727 -450	-2%	-$37.2K	0.92%	41
2025 Q1	$1.5M	Buy	18,177 +128	+0.7%	+$10.5K	0.97%	42
2024 Q4	$1.48M	Buy	18,049 +262	+1%	+$21.5K	0.98%	41
2024 Q3	$1.48M	Hold	17,787	–	–	0.96%	41
2024 Q2	$1.45M	Buy	17,787 +19	+0.1%	+$1.55K	1.01%	37
2024 Q1	$1.45M	Buy	17,768 +5,768	+48%	+$472K	0.98%	37
2023 Q4	$984K	Sell	12,000 -83	-0.7%	-$6.75K	0.65%	43
2023 Q3	$978K	Sell	12,083 -407	-3%	-$33K	0.73%	41
2023 Q2	$1.01M	Sell	12,490 -761	-6%	-$62.2K	0.73%	38
2023 Q1	$1.09M	Sell	13,251 -2,780	-17%	-$227K	0.84%	37
2022 Q4	$1.3M	Sell	16,031 -6,939	-30%	-$563K	1.12%	34
2022 Q3	$1.86M	Hold	22,970	–	–	1.86%	25
2022 Q2	$1.9M	Buy	22,970 +11,784	+105%	+$978K	1.76%	26
2022 Q1	$932K	Sell	11,186 -655	-6%	-$55.4K	0.72%	40
2021 Q4	$1.01M	Sell	11,841 -574	-5%	-$49.2K	0.83%	37
2021 Q3	$1.07M	Sell	12,415 -112	-0.9%	-$9.7K	0.96%	37
2021 Q2	$1.08M	Buy	12,527 +1,683	+16%	+$145K	0.88%	38
2021 Q1	$935K	Buy	10,844 +484	+5%	+$41.8K	0.77%	39
2020 Q4	$895K	Buy	+10,360	New	+$895K	0.85%	37
2019 Q4	$1.03M	Buy	+12,186	New	+$1.03M	0.98%	38
2019 Q2	$996K	Buy	+11,744	New	+$989K	0.95%	39
2018 Q3	$1.02M	Sell	12,289 -234	-2%	-$19.5K	0.94%	40
2018 Q2	$1.04M	Sell	12,523 -1,980	-14%	-$165K	0.95%	39
2018 Q1	$1.21M	Sell	14,503 -1,211	-8%	-$101K	1.12%	35
2017 Q4	$1.32M	Buy	15,714 +1,401	+10%	+$118K	1.15%	38
2017 Q3	$1.21M	Buy	14,313 +795	+6%	+$67.2K	1.11%	37
2017 Q2	$1.14M	Buy	13,518 +593	+5%	+$50.1K	1.07%	37
2017 Q1	$1.09M	Buy	12,925 +1,537	+13%	+$130K	1.01%	40
2016 Q4	$962K	Buy	+11,388	New	+$964K	0.9%	43

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robinson Value Management's SHY Position: Q3 2026 in Review

Robinson Value Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q3 2026, buying an estimated $203K and bringing the position to 18,860 shares worth $1.53M. The position accounts for 0.84% of the portfolio, ranked #48.

Robinson Value Management first reported a position in SHY in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.9M in Q2 2022. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Robinson Value Management held 18,860 shares of iShares 1-3 Year Treasury Bond ETF worth $1.53M as of Q3 2026.
Robinson Value Management bought 2,481 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $203K.
iShares 1-3 Year Treasury Bond ETF made up 0.84% of Robinson Value Management's portfolio in Q3 2026, its #48 holding.
Robinson Value Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 34 quarters since.
Robinson Value Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.9M in Q2 2022.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Robinson Value Management's 13F filing for Q3 2026, filed 20 Oct 2026.