ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 29,668 Value ($000) $2,454 Avg Close — Range —
Q3 2025
Shares 23,787 Value ($000) $1,969 Avg Close — Range —
Q2 2025
Shares 20,645 Value ($000) $1,702 Avg Close — Range —
Q1 2025
Shares 18,782 Value ($000) $1,553 Avg Close — Range —
Q4 2024
Shares 19,109 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 17,471 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 17,638 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 17,540 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 16,455 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 15,343 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 13,577 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 11,798 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 10,309 Value ($000) $1 Avg Close — Range —