CIAS
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return