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Robinswood Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Robinswood Financial’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 		$139K Hold
1,694
– – 0.04% 93
2026
Q1 		$140K Hold
1,694
– – 0.04% 91
2025
Q4 		$140K Hold
1,694
– – 0.04% 86
2025
Q3 		$141K Buy
1,694
+6
+0.4% +$496 0.05% 86
2025
Q2 		$140K Sell
1,688
-53
-3% -$4.38K 0.05% 89
2025
Q1 		$144K Buy
1,741
+11
+0.6% +$905 0.05% 81
2024
Q4 		$142K Sell
1,730
-257
-13% -$21.1K 0.05% 78
2024
Q3 		$165K Buy
1,987
+1
+0.1% +$83 0.06% 77
2024
Q2 		$162K Hold
1,986
– – 0.07% 71
2024
Q1 		$162K Hold
1,986
– – 0.07% 61
2023
Q4 		$163K Buy
1,986
+5
+0.3% +$406 0.07% 58
2023
Q3 		$160K Sell
1,981
-18
-0.9% -$1.46K 0.08% 57
2023
Q2 		$162K Buy
+1,999
New +$163K 0.08% 56

Other funds holding SHY

CI
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Robinswood Financial's SHY Position: Q2 2026 in Review

Robinswood Financial held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,694 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #93.

Robinswood Financial first reported a position in SHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $165K in Q3 2024. 217 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Robinswood Financial held 1,694 shares of iShares 1-3 Year Treasury Bond ETF worth $139K as of Q2 2026.
  • Robinswood Financial left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Robinswood Financial's portfolio in Q2 2026, its #93 holding.
  • Robinswood Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $165K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.