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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
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% -$3.87K 0.03% 199
2024
Q4 		$36.2K Buy
+439
New +$36.1K 0.03% 194

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Roxbury Financial's SHY Position: Q2 2026 in Review

Roxbury Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.68% in Q2 2026, selling an estimated $247 and leaving 436 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #226.

Roxbury Financial first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.2K in Q3 2025. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Roxbury Financial held 436 shares of iShares 1-3 Year Treasury Bond ETF worth $35.8K as of Q2 2026.
  • Roxbury Financial sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $247.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #226 holding.
  • Roxbury Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $37.2K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.