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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Cedar Mountain Advisors's SHY Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 673 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #165.

Cedar Mountain Advisors first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $56K in Q3 2024. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cedar Mountain Advisors held 673 shares of iShares 1-3 Year Treasury Bond ETF worth $55.3K as of Q2 2026.
Cedar Mountain Advisors 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 Cedar Mountain Advisors's portfolio in Q2 2026, its #165 holding.
Cedar Mountain Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cedar Mountain Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $56K in Q3 2024.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.