Cadence Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cadence Bank’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 Q3	–	Sell	-3,150	Closed	-$261K	–	348
2025 Q2	$261K	Buy	+3,150	New	+$260K	0.02%	295
2023 Q4	–	Sell	-7,845	Closed	-$635K	–	340
2023 Q3	$635K	Buy	7,845 +1,512	+24%	+$122K	0.06%	192
2023 Q2	$513K	Hold	6,333	–	–	0.04%	217
2023 Q1	$520K	Sell	6,333 -354	-5%	-$28.9K	0.05%	218
2022 Q4	$543K	Buy	+6,687	New	+$543K	0.05%	219

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cadence Bank's SHY Position: Q3 2025 in Review

Cadence Bank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 3,150 shares — an estimated $261K sold.

Cadence Bank first reported a position in SHY in Q4 2022 and held it in 5 quarters. The position peaked at $635K in Q3 2023. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Cadence Bank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Cadence Bank sold 3,150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $261K.
Cadence Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
Cadence Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $635K in Q3 2023.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Cadence Bank's 13F filing for Q3 2025, filed 13 Nov 2025.