CBIZ Investment Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CBIZ Investment Advisory Services’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	–	Hold	0	–	–	–	414
2026 Q1	–	Hold	0	–	–	–	414
2025 Q4	–	Hold	0	–	–	–	769
2025 Q3	–	Hold	0	–	–	–	665
2025 Q2	–	Sell	-20	Closed	-$1.65K	–	739
2025 Q1	$1.66K	Sell	20 -259	-93%	-$21.3K	﹤0.01%	500
2024 Q4	$22.9K	Buy	279 +4	+1%	+$329	﹤0.01%	202
2024 Q3	$22.9K	Buy	275 +2	+0.7%	+$165	﹤0.01%	168
2024 Q2	$22.3K	Buy	+273	New	+$22.2K	﹤0.01%	153
2024 Q1	–	Sell	-3,522	Closed	-$289K	–	359
2023 Q4	$289K	Buy	+3,522	New	+$286K	0.02%	37

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

CBIZ Investment Advisory Services's SHY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #414.

CBIZ Investment Advisory Services first reported a position in SHY in Q4 2023 and has held it in 5 quarters since. The position peaked at $289K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

CBIZ Investment Advisory Services held 0 shares of iShares 1-3 Year Treasury Bond ETF worth $5 as of Q2 2026.
CBIZ Investment Advisory Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #414 holding.
CBIZ Investment Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $289K in Q4 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.