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Roundview Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roundview Capital’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 		$1.98M Buy
23,999
+3,522
+17% +$292K 0.12% 152
2025
Q4 		$1.7M Sell
20,477
-459
-2% -$38K 0.1% 171
2025
Q3 		$1.74M Sell
20,936
-1,604
-7% -$133K 0.11% 163
2025
Q2 		$1.87M Buy
22,540
+4,101
+22% +$339K 0.12% 154
2025
Q1 		$1.53M Sell
18,439
-349
-2% -$28.7K 0.11% 164
2024
Q4 		$1.54M Sell
18,788
-449
-2% -$36.9K 0.11% 170
2024
Q3 		$1.6M Sell
19,237
-259
-1% -$21.4K 0.12% 165
2024
Q2 		$1.59M Buy
19,496
+1,196
+7% +$97.3K 0.13% 155
2024
Q1 		$1.5M Sell
18,300
-313
-2% -$25.6K 0.12% 162
2023
Q4 		$1.53M Buy
18,613
+14,538
+357% +$1.18M 0.14% 146
2023
Q3 		$330K Buy
4,075
+1,043
+34% +$84.5K 0.03% 268
2023
Q2 		$246K Hold
3,032
– – 0.02% 288
2023
Q1 		$249K Buy
3,032
+410
+16% +$33.4K 0.03% 296
2022
Q4 		$213K Buy
+2,622
New +$213K 0.02% 285

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roundview Capital's SHY Position: Q1 2026 in Review

Roundview Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q1 2026, buying an estimated $292K and bringing the position to 23,999 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #152.

Roundview Capital first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Roundview Capital held 23,999 shares of iShares 1-3 Year Treasury Bond ETF worth $1.98M as of Q1 2026.
  • Roundview Capital bought 3,522 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $292K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Roundview Capital's portfolio in Q1 2026, its #152 holding.
  • Roundview Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.