Roxbury Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Roxbury Financial’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	$34.3K	Sell	422 -14	-3%	-$1.14K	0.03%	240
2026 Q2	$35.8K	Sell	436 -3	-0.7%	-$247	0.03%	226
2026 Q1	$36.3K	Hold	439	–	–	0.03%	211
2025 Q4	$36.3K	Sell	439 -10	-2%	-$829	0.03%	211
2025 Q3	$37.2K	Buy	449 +3	+0.7%	+$248	0.03%	203
2025 Q2	$36.9K	Buy	446 +54	+14%	+$4.46K	0.04%	201
2025 Q1	$32.4K	Sell	392 -47	-11%	-$3.86K	0.03%	199
2024 Q4	$36.2K	Buy	+439	New	+$36.1K	0.03%	194

Other funds holding SHY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roxbury Financial's SHY Position: Q3 2026 in Review

Roxbury Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.2% in Q3 2026, selling an estimated $1.14K and leaving 422 shares worth $34.3K. The position accounts for 0.03% of the portfolio, ranked #240.

Roxbury Financial first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.2K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Roxbury Financial held 422 shares of iShares 1-3 Year Treasury Bond ETF worth $34.3K as of Q3 2026.
Roxbury Financial sold 14 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.14K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #240 holding.
Roxbury Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $37.2K in Q3 2025.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.