Cedar Mountain Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cedar Mountain 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 Q3	–	Sell	-673	Closed	-$55.3K	–	1227
2026 Q2	$55.3K	Hold	673	–	–	0.01%	165
2026 Q1	$55.6K	Hold	673	–	–	0.01%	136
2025 Q4	$55.7K	Hold	673	–	–	0.01%	113
2025 Q3	$55.8K	Hold	673	–	–	0.01%	109
2025 Q2	$55.8K	Hold	673	–	–	0.01%	91
2025 Q1	$55.7K	Hold	673	–	–	0.01%	88
2024 Q4	$55.2K	Hold	673	–	–	0.01%	80
2024 Q3	$56K	Hold	673	–	–	0.01%	77
2024 Q2	$55K	Hold	673	–	–	0.01%	69
2024 Q1	$55K	Hold	673	–	–	0.01%	71
2023 Q4	$55.2K	Buy	+673	New	+$54.7K	0.01%	66

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Cedar Mountain Advisors's SHY Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 673 shares — an estimated $55.3K sold.

Cedar Mountain Advisors first reported a position in SHY in Q4 2023 and held it in 11 quarters. The position peaked at $56K in Q3 2024. 344 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Cedar Mountain Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Cedar Mountain Advisors sold 673 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $55.3K.
Cedar Mountain Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 11 quarters.
Cedar Mountain Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $56K in Q3 2024.
344 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.