CFS Investment Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CFS Investment Advisory Services’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 Q3	–	Sell	-2,800	Closed	-$232K	–	348
2025 Q2	$232K	Buy	+2,800	New	+$231K	0.02%	303
2023 Q3	–	Sell	-9,253	Closed	-$750K	–	239
2023 Q2	$750K	Buy	+9,253	New	+$757K	0.1%	137
2022 Q2	–	Sell	-17,420	Closed	–	–	483
2022 Q1	$0	Buy	+17,420	New	+$1.47M	﹤0.01%	530

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

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

CFS Investment Advisory Services's SHY Position: Q3 2025 in Review

CFS Investment Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 2,800 shares — an estimated $232K sold.

CFS Investment Advisory Services first reported a position in SHY in Q1 2022 and held it in 3 quarters. The position peaked at $750K in Q2 2023. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

CFS Investment Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 2,800 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $232K.
CFS Investment Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 3 quarters.
CFS Investment Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $750K in Q2 2023.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on CFS Investment Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.