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 Q2	$246K	Hold	3,000	–	–	0.02%	241
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 $1.89T 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

Cardiff Park Advisors's SHY Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,000 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #241.

Cardiff Park Advisors first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $249K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cardiff Park Advisors held 3,000 shares of iShares 1-3 Year Treasury Bond ETF worth $246K as of Q2 2026.
Cardiff Park Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #241 holding.
Cardiff Park Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Cardiff Park Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $249K in Q3 2024.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.