ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,081 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 3,653 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 3,859 Value ($000) $320 Avg Close — Range —
Q1 2025
Shares 5,697 Value ($000) $471 Avg Close — Range —
Q4 2024
Shares 6,021 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 8,921 Value ($000) $736 Avg Close — Range —
Q2 2024
Shares 9,384 Value ($000) $766 Avg Close — Range —
Q1 2024
Shares 10,296 Value ($000) $836 Avg Close — Range —
Q4 2023
Shares 10,765 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 11,176 Value ($000) $904 Avg Close — Range —
Q2 2023
Shares 11,331 Value ($000) $919 Avg Close — Range —
Q1 2023
Shares 11,406 Value ($000) $938 Avg Close — Range —
Q4 2022
Shares 11,456 Value ($000) $931 Avg Close — Range —
Q3 2022
Shares 16,777 Value ($000) $1,361 Avg Close — Range —
Q2 2022
Shares 20,330 Value ($000) $1,678 Avg Close — Range —
Q1 2022
Shares 20,850 Value ($000) $1,733 Avg Close — Range —
Q4 2021
Shares 25,462 Value ($000) $2,175 Avg Close — Range —
Q3 2021
Shares 25,154 Value ($000) $2,167 Avg Close — Range —