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

Rollins Financial 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 Q1	$382K	Sell	4,621 -1,267	-22%	-$105K	0.06%	120
2025 Q4	$488K	Buy	5,888 +2,764	+88%	+$229K	0.07%	98
2025 Q3	$259K	Sell	3,124 -183	-6%	-$15.1K	0.04%	127
2025 Q2	$274K	Hold	3,307	–	–	0.04%	113
2025 Q1	$274K	Buy	3,307 +669	+25%	+$55K	0.05%	106
2024 Q4	$216K	Hold	2,638	–	–	0.03%	124
2024 Q3	$219K	Hold	2,638	–	–	0.04%	123
2024 Q2	$215K	Sell	2,638 -1,343	-34%	-$109K	0.04%	118
2024 Q1	$326K	Sell	3,981 -3,061	-43%	-$251K	0.06%	91
2023 Q4	$578K	Buy	+7,042	New	+$572K	0.12%	60

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rollins Financial Advisors's SHY Position: Q1 2026 in Review

Rollins Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q1 2026, selling an estimated $105K and leaving 4,621 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #120.

Rollins Financial Advisors first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $578K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Rollins Financial Advisors held 4,621 shares of iShares 1-3 Year Treasury Bond ETF worth $382K as of Q1 2026.
Rollins Financial Advisors sold 1,267 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $105K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q1 2026, its #120 holding.
Rollins Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $578K in Q4 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.