Root Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Root Financial Partners’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	$912K	Buy	11,103 +1,222	+12%	+$100K	0.04%	132
2026 Q1	$816K	Hold	9,881	–	–	0.04%	117
2025 Q4	$818K	Sell	9,881 -881	-8%	-$73K	0.04%	111
2025 Q3	$893K	Buy	10,762 +983	+10%	+$81.3K	0.06%	92
2025 Q2	$810K	Sell	9,779 -1,091	-10%	-$90.1K	0.08%	86
2025 Q1	$899K	Buy	10,870 +767	+8%	+$63.1K	0.1%	75
2024 Q4	$828K	Buy	+10,103	New	+$831K	0.1%	76

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

Root Financial Partners's SHY Position: Q2 2026 in Review

Root Financial Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, buying an estimated $100K and bringing the position to 11,103 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #132.

Root Financial Partners first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Root Financial Partners held 11,103 shares of iShares 1-3 Year Treasury Bond ETF worth $912K as of Q2 2026.
Root Financial Partners bought 1,222 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $100K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #132 holding.
Root Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.