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

CBM Financial’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
2025 Q1	$3.94M	Buy	+47,815	New	+$3.93M	3.2%	8

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBM Financial's SHY Position: Q1 2025 in Review

CBM Financial opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025: 47,815 shares worth $3.94M. The stake represents 3.2% of the portfolio and ranks #8 among its holdings.

1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

CBM Financial held 47,815 shares of iShares 1-3 Year Treasury Bond ETF worth $3.94M as of Q1 2025.
iShares 1-3 Year Treasury Bond ETF was a new CBM Financial position in Q1 2025.
iShares 1-3 Year Treasury Bond ETF made up 3.2% of CBM Financial's portfolio in Q1 2025, its #8 holding.
1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on CBM Financial's 13F filing for Q1 2025, filed 21 May 2025.