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 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 $1.66T 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

Root Financial Partners's SHY Position: Q1 2026 in Review

Root Financial Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 9,881 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #117.

Root Financial Partners first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $899K in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Root Financial Partners held 9,881 shares of iShares 1-3 Year Treasury Bond ETF worth $816K as of Q1 2026.
Root Financial Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #117 holding.
Root Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $899K in Q1 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.