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RAFFA WEALTH MANAGEMENT, LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$99.5K Sell
1,212
-834
-41% -$68.6K 0.01% 126
2026
Q1 		$169K Buy
2,046
+12
+0.6% +$993 0.03% 95
2025
Q4 		$168K Buy
2,034
+25
+1% +$2.07K 0.03% 98
2025
Q3 		$167K Buy
2,009
+19
+1% +$1.57K 0.03% 92
2025
Q2 		$165K Buy
1,990
+19
+1% +$1.57K 0.03% 96
2025
Q1 		$163K Buy
1,971
+13
+0.7% +$1.07K 0.04% 88
2024
Q4 		$161K Buy
1,958
+26
+1% +$2.14K 0.04% 88
2024
Q3 		$161K Buy
1,932
+19
+1% +$1.57K 0.04% 85
2024
Q2 		$156K Buy
1,913
+19
+1% +$1.55K 0.04% 101
2024
Q1 		$155K Buy
1,894
+11
+0.6% +$900 0.05% 99
2023
Q4 		$154K Buy
1,883
+22
+1% +$1.79K 0.05% 82
2023
Q3 		$151K Buy
1,861
+14
+0.8% +$1.13K 0.05% 78
2023
Q2 		$150K Buy
1,847
+13
+0.7% +$1.06K 0.05% 76
2023
Q1 		$151K Buy
1,834
+7
+0.4% +$571 0.05% 78
2022
Q4 		$148K Buy
1,827
+13
+0.7% +$1.05K 0.06% 63
2022
Q3 		$147K Buy
1,814
+6
+0.3% +$494 0.07% 65
2022
Q2 		$150K Buy
+1,808
New +$150K 0.07% 66
2019
Q2 		– Sell
-34
Closed -$2.86K – 1280
2019
Q1 		$2.86K Sell
34
-800
-96% -$67K ﹤0.01% 299
2018
Q4 		$69.7K Buy
+834
New +$69.3K 0.03% 109
2015
Q3 		– Sell
-184
Closed -$15.6K – 848
2015
Q2 		$15.6K Buy
+184
New +$15.6K 0.01% 141

Other funds holding SHY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SHY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 41% in Q2 2026, selling an estimated $68.6K and leaving 1,212 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #126.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHY in Q2 2015 and has held it in 20 quarters since. The position peaked at $169K in Q1 2026. 453 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,212 shares of iShares 1-3 Year Treasury Bond ETF worth $99.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 834 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $68.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #126 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 20 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $169K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.