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 Q3	$793K	Sell	9,761 -1,342	-12%	-$110K	0.03%	162
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Root Financial Partners's SHY Position: Q3 2026 in Review

Root Financial Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q3 2026, selling an estimated $110K and leaving 9,761 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #162.

Root Financial Partners first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $912K in Q2 2026. 526 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Root Financial Partners held 9,761 shares of iShares 1-3 Year Treasury Bond ETF worth $793K as of Q3 2026.
Root Financial Partners sold 1,342 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $110K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #162 holding.
Root Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $912K in Q2 2026.
526 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.