Roman Butler Fullerton & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roman Butler Fullerton & Co’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
2025 Q2	–	Sell	-5,627	Closed	-$465K	–	263
2025 Q1	$465K	Buy	+5,627	New	+$463K	0.18%	128
2022 Q2	–	Sell	-3,212	Closed	-$268K	–	196
2022 Q1	$268K	Buy	3,212 +246	+8%	+$20.8K	0.12%	169
2021 Q4	$254K	Buy	+2,966	New	+$254K	0.11%	164

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Roman Butler Fullerton & Co's SHY Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 5,627 shares — an estimated $465K sold.

Roman Butler Fullerton & Co first reported a position in SHY in Q4 2021 and held it in 3 quarters. The position peaked at $465K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Roman Butler Fullerton & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Roman Butler Fullerton & Co sold 5,627 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $465K.
Roman Butler Fullerton & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
Roman Butler Fullerton & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $465K in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.