Cetera Investment Advisers
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Cetera Investment Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cetera Investment Advisers’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 		$51.5M Buy
626,684
+13,224
+2% +$1.09M 0.05% 398
2026
Q1 		$50.7M Buy
613,460
+35,836
+6% +$2.97M 0.05% 363
2025
Q4 		$47.8M Buy
577,624
+52,173
+10% +$4.32M 0.05% 360
2025
Q3 		$43.6M Sell
525,451
-195,841
-27% -$16.2M 0.05% 367
2025
Q2 		$59.8M Buy
721,292
+119,978
+20% +$9.91M 0.1% 196
2025
Q1 		$49.7M Sell
601,314
-361,385
-38% -$29.7M 0.1% 216
2024
Q4 		$78.9M Sell
962,699
-32,031
-3% -$2.63M 0.17% 122
2024
Q3 		$82.7M Buy
994,730
+413,944
+71% +$34.2M 0.18% 113
2024
Q2 		$47.4M Buy
580,786
+40,358
+7% +$3.28M 0.11% 174
2024
Q1 		$44.2M Buy
540,428
+80,051
+17% +$6.55M 0.1% 190
2023
Q4 		$37.8M Buy
460,377
+26,960
+6% +$2.19M 0.31% 58
2023
Q3 		$35.1M Buy
433,417
+87,747
+25% +$7.11M 0.3% 58
2023
Q2 		$28M Sell
345,670
-71,485
-17% -$5.84M 0.24% 80
2023
Q1 		$34.3M Buy
417,155
+19,152
+5% +$1.56M 0.3% 54
2022
Q4 		$32.3M Buy
398,003
+107,843
+37% +$8.75M 0.3% 61
2022
Q3 		$23.6M Buy
290,160
+41,525
+17% +$3.42M 0.47% 31
2022
Q2 		$20.6M Buy
248,635
+9,360
+4% +$776K 0.33% 57
2022
Q1 		$19.9M Buy
239,275
+34,341
+17% +$2.9M 0.29% 66
2021
Q4 		$17.5M Buy
204,934
+88,230
+76% +$7.57M 0.25% 76
2021
Q3 		$10.1M Sell
116,704
-10,978
-9% -$946K 0.16% 141
2021
Q2 		$11M Sell
127,682
-12,247
-9% -$1.06M 0.18% 129
2021
Q1 		$12.1M Sell
139,929
-8,544
-6% -$738K 0.24% 92
2020
Q4 		$12.8M Buy
148,473
+136,394
+1,129% +$11.8M 0.25% 81
2020
Q3 		$1.04M Buy
12,079
+441
+4% +$38.2K 0.09% 256
2020
Q2 		$1.01M Buy
11,638
+678
+6% +$58.7K 0.09% 236
2020
Q1 		$950K Sell
10,960
-1,501
-12% -$128K 0.12% 201
2019
Q4 		$1.05M Buy
12,461
+792
+7% +$67.1K 0.11% 201
2019
Q3 		$987K Buy
11,669
+53
+0.5% +$4.49K 0.12% 188
2019
Q2 		$980K Buy
11,616
+1,765
+18% +$149K 0.13% 181
2019
Q1 		$829K Buy
9,851
+2,969
+43% +$249K 0.12% 192
2018
Q4 		$575K Buy
+6,882
New +$572K 0.09% 223
2016
Q2 		– Sell
-4,308
Closed -$368K – 309
2016
Q1 		$368K Buy
+4,308
New +$365K 0.16% 164

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers's SHY Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q2 2026, buying an estimated $1.09M and bringing the position to 626,684 shares worth $51.5M. The position accounts for 0.05% of the portfolio, ranked #398.

Cetera Investment Advisers first reported a position in SHY in Q1 2016 and has held it in 32 quarters since. The position peaked at $82.7M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cetera Investment Advisers held 626,684 shares of iShares 1-3 Year Treasury Bond ETF worth $51.5M as of Q2 2026.
  • Cetera Investment Advisers bought 13,224 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.09M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #398 holding.
  • Cetera Investment Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 32 quarters since.
  • Cetera Investment Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $82.7M in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.