SHY β€” ISHARES TR

Ownership history in RDA Financial Network  Β·  8 quarters on record

AI Ownership Summary

RDA Financial Network reported ISHARES TR (SHY) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows SHY at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RDA Financial Network's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RDA Financial Network held SHY β€” position size vs. price
% of Fund (quarterly)    SHY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,364 +240 +2.2% 0.23% $938K 2026-04-08 $82.42
2025 Q4 ADDED 11,124 +89 +0.8% 0.22% $921K 2026-01-06 $82.18
2025 Q3 ADDED 11,035 +4,078 +58.6% 0.23% $915K 2025-10-08 $81.33
2025 Q2 ADDED 6,957 +85 +1.2% 0.16% $576K 2025-07-07 $80.16
2025 Q1 REDUCED 6,872 -5 -0.1% 0.17% $569K 2025-04-14 $79.61
2024 Q4 ADDED 6,877 +4,007 +139.6% 0.16% $564K 2025-01-15 $78.30
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About RDA Financial Network and SHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has RDA Financial Network reported owning SHY?

RDA Financial Network reported SHY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SHY position in RDA Financial Network's portfolio?

The largest reported portfolio weight for SHY was 0.23% in 2026 Q1.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q1, when RDA Financial Network reported 11,364 shares, equal to 0.23% of portfolio, with an estimated market value of $938K.

What does the chart on this SHY ownership page compare?

The chart compares RDA Financial Network's quarterly SHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to RDA Financial Network Holdings