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Royal Fund Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Royal Fund Management’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
2025
Q2 		– Sell
-234,341
Closed -$19.4M – 362
2025
Q1 		$19.4M Buy
+234,341
New +$19.3M 2.16% 5
2023
Q3 		– Sell
-125,953
Closed -$10.2M – 304
2023
Q2 		$10.2M Buy
125,953
+7,393
+6% +$604K 1.27% 14
2023
Q1 		$9.74M Buy
118,560
+8,654
+8% +$705K 1.39% 12
2022
Q4 		$8.92M Buy
+109,906
New +$8.92M 1.42% 12
2020
Q3 		– Sell
-39,079
Closed -$3.38M – 174
2020
Q2 		$3.38M Buy
39,079
+37,892
+3,192% +$3.28M 1.19% 34
2020
Q1 		$102K Buy
1,187
+1,127
+1,878% +$96.3K 0.04% 188
2019
Q4 		$5K Buy
60
+28
+88% +$2.37K ﹤0.01% 484
2019
Q3 		$2K Buy
+32
New +$2.71K ﹤0.01% 531
2018
Q3 		– Sell
-344
Closed -$28K – 633
2018
Q2 		$28K Buy
344
+270
+365% +$22.5K 0.01% 253
2018
Q1 		$6K Hold
74
– – ﹤0.01% 381
2017
Q4 		$6K Sell
74
-6
-8% -$505 ﹤0.01% 461
2017
Q3 		$6K Buy
80
+6
+8% +$507 ﹤0.01% 344
2017
Q2 		$6K Sell
74
-112
-60% -$9.47K ﹤0.01% 302
2017
Q1 		$15K Buy
+186
New +$15.7K 0.01% 242

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Fund Management's SHY Position: Q2 2025 in Review

Royal Fund Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 234,341 shares — an estimated $19.4M sold.

Royal Fund Management first reported a position in SHY in Q1 2017 and held it in 14 quarters. The position peaked at $19.4M in Q1 2025. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Royal Fund Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Royal Fund Management sold 234,341 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $19.4M.
  • Royal Fund Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and held it in 14 quarters.
  • Royal Fund Management's iShares 1-3 Year Treasury Bond ETF position peaked at $19.4M in Q1 2025.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Royal Fund Management's 13F filing for Q2 2025, filed 13 Aug 2025.