Roehl & Yi Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roehl & Yi Investment Advisors’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	$945K	Buy	+945,221	New	+$77.7M	0.31%	70

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roehl & Yi Investment Advisors's SHY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 945,221 shares worth $945K. The stake represents 0.31% of the portfolio and ranks #70 among its holdings.

1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Roehl & Yi Investment Advisors held 945,221 shares of iShares 1-3 Year Treasury Bond ETF worth $945K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.31% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #70 holding.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.