Cahaba Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cahaba Wealth Management’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	$2.13M	Buy	25,916 +821	+3%	+$67.5K	0.13%	35
2026 Q1	$2.07M	Buy	25,095 +133	+0.5%	+$11K	0.14%	34
2025 Q4	$2.07M	Buy	24,962 +913	+4%	+$75.7K	0.14%	32
2025 Q3	$2M	Sell	24,049 -28	-0.1%	-$2.32K	0.14%	33
2025 Q2	$1.99M	Buy	24,077 +226	+0.9%	+$18.7K	0.16%	32
2025 Q1	$1.97M	Buy	23,851 +149	+0.6%	+$12.3K	0.16%	32
2024 Q4	$1.94M	Buy	23,702 +309	+1%	+$25.4K	0.16%	33
2024 Q3	$1.95M	Buy	23,393 +1,252	+6%	+$103K	0.16%	33
2024 Q2	$1.81M	Sell	22,141 -3,585	-14%	-$292K	0.16%	33
2024 Q1	$2.1M	Buy	25,726 +706	+3%	+$57.8K	0.19%	33
2023 Q4	$2.05M	Buy	25,020 +1,369	+6%	+$111K	0.2%	31
2023 Q3	$1.92M	Buy	23,651 +1,161	+5%	+$94K	0.21%	32
2023 Q2	$1.82M	Sell	22,490 -5,233	-19%	-$428K	0.2%	33
2023 Q1	$2.28M	Sell	27,723 -501	-2%	-$40.8K	0.26%	28
2022 Q4	$2.29M	Buy	28,224 +80	+0.3%	+$6.49K	0.28%	27
2022 Q3	$2.29M	Sell	28,144 -453	-2%	-$37.3K	0.32%	27
2022 Q2	$2.37M	Buy	28,597 +13,682	+92%	+$1.14M	0.34%	24
2022 Q1	$1.24M	Buy	+14,915	New	+$1.26M	0.17%	40

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cahaba Wealth Management's SHY Position: Q2 2026 in Review

Cahaba Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.3% in Q2 2026, buying an estimated $67.5K and bringing the position to 25,916 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #35.

Cahaba Wealth Management first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.37M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cahaba Wealth Management held 25,916 shares of iShares 1-3 Year Treasury Bond ETF worth $2.13M as of Q2 2026.
Cahaba Wealth Management bought 821 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $67.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Cahaba Wealth Management's portfolio in Q2 2026, its #35 holding.
Cahaba Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Cahaba Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q2 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.