RIL
SHY icon

Rothschild Investment LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Rothschild Investment LLC’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 		$4.53M Buy
55,135
+14,860
+37% +$1.22M 0.17% 121
2026
Q1 		$3.33M Buy
40,275
+4,691
+13% +$388K 0.17% 117
2025
Q4 		$2.95M Buy
35,584
+1,623
+5% +$135K 0.16% 120
2025
Q3 		$2.82M Buy
33,961
+3,515
+12% +$291K 0.16% 127
2025
Q2 		$2.52M Buy
30,446
+5,931
+24% +$490K 0.16% 130
2025
Q1 		$2.03M Buy
24,515
+1,310
+6% +$108K 0.14% 146
2024
Q4 		$1.9M Buy
23,205
+7,497
+48% +$616K 0.12% 150
2024
Q3 		$1.31M Buy
15,708
+3,857
+33% +$318K 0.09% 204
2024
Q2 		$968K Buy
11,851
+535
+5% +$43.5K 0.07% 231
2024
Q1 		$925K Buy
11,316
+86
+0.8% +$7.04K 0.07% 239
2023
Q4 		$921K Buy
+11,230
New +$913K 0.08% 204

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Rothschild Investment LLC's SHY Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 37% in Q2 2026, buying an estimated $1.22M and bringing the position to 55,135 shares worth $4.53M. The position accounts for 0.17% of the portfolio, ranked #121.

Rothschild Investment LLC first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 734 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Rothschild Investment LLC held 55,135 shares of iShares 1-3 Year Treasury Bond ETF worth $4.53M as of Q2 2026.
  • Rothschild Investment LLC bought 14,860 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Rothschild Investment LLC's portfolio in Q2 2026, its #121 holding.
  • Rothschild Investment LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.