Cardiff Park Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cardiff Park Advisors’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 Q1	$248K	Hold	3,000	–	–	0.02%	252
2025 Q4	$248K	Hold	3,000	–	–	0.02%	239
2025 Q3	$249K	Hold	3,000	–	–	0.02%	259
2025 Q2	$249K	Hold	3,000	–	–	0.02%	239
2025 Q1	$248K	Hold	3,000	–	–	0.02%	230
2024 Q4	$246K	Hold	3,000	–	–	0.02%	235
2024 Q3	$249K	Hold	3,000	–	–	0.02%	228
2024 Q2	$245K	Hold	3,000	–	–	0.02%	221
2024 Q1	$245K	Hold	3,000	–	–	0.02%	227
2023 Q4	$246K	Hold	3,000	–	–	0.03%	206
2023 Q3	$243K	Hold	3,000	–	–	0.03%	198
2023 Q2	$243K	Hold	3,000	–	–	0.03%	209
2023 Q1	$246K	Hold	3,000	–	–	0.03%	203
2022 Q4	$244K	Hold	3,000	–	–	0.03%	212
2022 Q3	$244K	Buy	+3,000	New	+$247K	0.04%	209

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Cardiff Park Advisors's SHY Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,000 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #252.

Cardiff Park Advisors first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $249K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Cardiff Park Advisors held 3,000 shares of iShares 1-3 Year Treasury Bond ETF worth $248K as of Q1 2026.
Cardiff Park Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #252 holding.
Cardiff Park Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
Cardiff Park Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $249K in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.