Cerro Pacific Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cerro Pacific Wealth 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	$7.57M	Buy	92,164 +4,944	+6%	+$407K	1.71%	17
2026 Q1	$7.2M	Buy	87,220 +10,424	+14%	+$863K	1.89%	18
2025 Q4	$6.36M	Buy	76,796 +2,921	+4%	+$242K	1.71%	18
2025 Q3	$6.13M	Sell	73,875 -7,425	-9%	-$614K	1.68%	18
2025 Q2	$6.74M	Buy	81,300 +6,161	+8%	+$509K	1.87%	18
2025 Q1	$6.16M	Buy	75,139 +1,535	+2%	+$126K	2%	14
2024 Q4	$6.12M	Buy	73,604 +6,842	+10%	+$562K	2.03%	13
2024 Q3	$5.45M	Buy	66,762 +964	+1%	+$79.5K	2.06%	12
2024 Q2	$5.37M	Buy	+65,798	New	+$5.35M	2.05%	12
2023 Q1	$4.65M	Sell	56,622 -57,702	-50%	-$4.7M	2.57%	7
2022 Q4	$9.28M	Sell	114,324 -3,920	-3%	-$318K	4.93%	1
2022 Q3	$9.6M	Buy	118,244 +5,359	+5%	+$441K	5.83%	2
2022 Q2	$9.35M	Buy	+112,885	New	+$9.36M	5.84%	3

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

Cerro Pacific Wealth Advisors's SHY Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.7% in Q2 2026, buying an estimated $407K and bringing the position to 92,164 shares worth $7.57M. The position accounts for 1.71% of the portfolio, ranked #17.

Cerro Pacific Wealth Advisors first reported a position in SHY in Q2 2022 and has held it in 13 quarters since. The position peaked at $9.6M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cerro Pacific Wealth Advisors held 92,164 shares of iShares 1-3 Year Treasury Bond ETF worth $7.57M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 4,944 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $407K.
iShares 1-3 Year Treasury Bond ETF made up 1.71% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Cerro Pacific Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Cerro Pacific Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $9.6M in Q3 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.