RT
SHY icon

Rockland Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rockland Trust’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 		$1.3M Sell
15,791
-308
-2% -$25.3K 0.05% 128
2026
Q1 		$1.33M Sell
16,099
-64
-0.4% -$5.3K 0.05% 125
2025
Q4 		$1.34M Sell
16,163
-19,383
-55% -$1.61M 0.05% 132
2025
Q3 		$2.95M Buy
35,546
+22,868
+180% +$1.89M 0.12% 101
2025
Q2 		$1.05M Sell
12,678
-403
-3% -$33.3K 0.05% 124
2025
Q1 		$1.08M Buy
13,081
+393
+3% +$32.3K 0.05% 121
2024
Q4 		$1.04M Buy
12,688
+1,208
+11% +$99.3K 0.05% 133
2024
Q3 		$955K Buy
11,480
+5
+0% +$413 0.05% 143
2024
Q2 		$937K Buy
11,475
+185
+2% +$15.1K 0.05% 141
2024
Q1 		$923K Buy
11,290
+29
+0.3% +$2.37K 0.05% 149
2023
Q4 		$924K Buy
11,261
+43
+0.4% +$3.5K 0.05% 149
2023
Q3 		$908K Sell
11,218
-165
-1% -$13.4K 0.05% 143
2023
Q2 		$923K Sell
11,383
-1,763
-13% -$144K 0.06% 148
2023
Q1 		$1.08M Buy
13,146
+2,249
+21% +$183K 0.07% 135
2022
Q4 		$885K Sell
10,897
-1,576
-13% -$128K 0.06% 157
2022
Q3 		$1.01M Buy
12,473
+465
+4% +$38.3K 0.07% 130
2022
Q2 		$994K Sell
12,008
-21
-0.2% -$1.74K 0.07% 133
2022
Q1 		$1M Buy
12,029
+850
+8% +$71.8K 0.06% 141
2021
Q4 		$956K Buy
11,179
+92
+0.8% +$7.89K 0.06% 155
2021
Q3 		$955K Sell
11,087
-18
-0.2% -$1.55K 0.07% 141
2021
Q2 		$957K Buy
11,105
+81
+0.7% +$6.99K 0.07% 140
2021
Q1 		$951K Buy
11,024
+1,387
+14% +$120K 0.07% 142
2020
Q4 		$832K Buy
9,637
+1,098
+13% +$94.9K 0.06% 152
2020
Q3 		$739K Buy
8,539
+1,050
+14% +$90.9K 0.06% 154
2020
Q2 		$649K Sell
7,489
-60
-0.8% -$5.2K 0.06% 159
2020
Q1 		$654K Sell
7,549
-3,635
-33% -$310K 0.07% 141
2019
Q4 		$947K Buy
11,184
+6,717
+150% +$569K 0.08% 143
2019
Q3 		$380K Buy
+4,467
New +$379K 0.03% 204
2018
Q3 		– Sell
-2,509
Closed -$209K – 218
2018
Q2 		$209K Buy
+2,509
New +$209K 0.03% 196

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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

Rockland Trust's SHY Position: Q2 2026 in Review

Rockland Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q2 2026, selling an estimated $25.3K and leaving 15,791 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #128.

Rockland Trust first reported a position in SHY in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.95M in Q3 2025. 616 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Rockland Trust held 15,791 shares of iShares 1-3 Year Treasury Bond ETF worth $1.3M as of Q2 2026.
  • Rockland Trust sold 308 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Rockland Trust's portfolio in Q2 2026, its #128 holding.
  • Rockland Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 29 quarters since.
  • Rockland Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $2.95M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.