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Roble Belko & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roble Belko & Company’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 		$25K Hold
302
– – ﹤0.01% 259
2026
Q1 		$25K Sell
302
-1,898
-86% -$157K ﹤0.01% 252
2025
Q4 		$182K Buy
2,200
+201
+10% +$16.7K 0.02% 131
2025
Q3 		$166K Buy
1,999
+16
+0.8% +$1.32K 0.02% 116
2025
Q2 		$164K Buy
1,983
+17
+0.9% +$1.4K 0.02% 120
2025
Q1 		$163K Buy
1,966
+10
+0.5% +$822 0.03% 115
2024
Q4 		$160K Buy
1,956
+324
+20% +$26.6K 0.03% 112
2024
Q3 		$136K Buy
1,632
+17
+1% +$1.4K 0.02% 117
2024
Q2 		$132K Buy
1,615
+15
+0.9% +$1.22K 0.02% 120
2024
Q1 		$131K Buy
1,600
+10
+0.6% +$818 0.02% 123
2023
Q4 		$130K Buy
1,590
+18
+1% +$1.46K 0.02% 113
2023
Q3 		$127K Buy
+1,572
New +$127K 0.03% 110
2022
Q2 		– Sell
-150
Closed -$13K – 375
2022
Q1 		$13K Hold
150
– – ﹤0.01% 273
2021
Q4 		$13K Buy
+150
New +$12.9K ﹤0.01% 253

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roble Belko & Company's SHY Position: Q2 2026 in Review

Roble Belko & Company held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 302 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Roble Belko & Company first reported a position in SHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $182K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Roble Belko & Company held 302 shares of iShares 1-3 Year Treasury Bond ETF worth $25K as of Q2 2026.
  • Roble Belko & Company left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #259 holding.
  • Roble Belko & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Roble Belko & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $182K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.