Cascade Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cascade Financial Partners’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	$8.19M	Buy	99,694 +5,794	+6%	+$476K	0.71%	31
2026 Q1	$7.75M	Sell	93,900 -64,049	-41%	-$5.3M	0.8%	27
2025 Q4	$13.1M	Buy	157,949 +56,707	+56%	+$4.7M	1.33%	14
2025 Q3	$8.4M	Buy	101,242 +5,207	+5%	+$431K	0.96%	20
2025 Q2	$7.96M	Buy	96,035 +3,266	+4%	+$270K	0.96%	19
2025 Q1	$7.67M	Buy	92,769 +19,975	+27%	+$1.64M	0.97%	19
2024 Q4	$5.97M	Buy	72,794 +25,203	+53%	+$2.07M	0.78%	26
2024 Q3	$3.92M	Buy	47,591 +7,061	+17%	+$583K	0.49%	36
2024 Q2	$3.31M	Buy	40,530 +24,806	+158%	+$2.02M	0.44%	46
2024 Q1	$1.28M	Buy	+15,724	New	+$1.29M	0.18%	81

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

Cascade Financial Partners's SHY Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.2% in Q2 2026, buying an estimated $476K and bringing the position to 99,694 shares worth $8.19M. The position accounts for 0.71% of the portfolio, ranked #31.

Cascade Financial Partners first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.1M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cascade Financial Partners held 99,694 shares of iShares 1-3 Year Treasury Bond ETF worth $8.19M as of Q2 2026.
Cascade Financial Partners bought 5,794 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $476K.
iShares 1-3 Year Treasury Bond ETF made up 0.71% of Cascade Financial Partners's portfolio in Q2 2026, its #31 holding.
Cascade Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $13.1M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.