Rooted Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rooted Wealth 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 Q2	$3.47M	Buy	42,303 +6,489	+18%	+$534K	0.85%	30
2026 Q1	$2.96M	Buy	35,814 +6,146	+21%	+$509K	0.78%	33
2025 Q4	$2.45M	Buy	29,668 +5,881	+25%	+$488K	0.69%	33
2025 Q3	$1.97M	Buy	23,787 +3,142	+15%	+$260K	0.6%	34
2025 Q2	$1.7M	Buy	20,645 +1,863	+10%	+$154K	0.59%	33
2025 Q1	$1.55M	Sell	18,782 -327	-2%	-$26.9K	0.67%	32
2024 Q4	$1.57M	Buy	19,109 +1,638	+9%	+$135K	0.61%	32
2024 Q3	$1.44M	Sell	17,471 -167	-0.9%	-$13.8K	0.64%	30
2024 Q2	$1.45M	Buy	17,638 +98	+0.6%	+$7.97K	0.64%	33
2024 Q1	$1.43M	Buy	17,540 +1,085	+7%	+$88.8K	0.7%	30
2023 Q4	$1.35M	Buy	16,455 +1,112	+7%	+$90.4K	0.7%	31
2023 Q3	$1.25M	Buy	15,343 +1,766	+13%	+$143K	0.77%	31
2023 Q2	$1.1M	Buy	13,577 +1,779	+15%	+$145K	0.74%	28
2023 Q1	$967K	Buy	11,798 +1,489	+14%	+$121K	0.72%	33
2022 Q4	$837K	Buy	+10,309	New	+$836K	0.7%	37

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

Rooted Wealth Advisors's SHY Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q2 2026, buying an estimated $534K and bringing the position to 42,303 shares worth $3.47M. The position accounts for 0.85% of the portfolio, ranked #30.

Rooted Wealth Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Rooted Wealth Advisors held 42,303 shares of iShares 1-3 Year Treasury Bond ETF worth $3.47M as of Q2 2026.
Rooted Wealth Advisors bought 6,489 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $534K.
iShares 1-3 Year Treasury Bond ETF made up 0.85% of Rooted Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Rooted Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.