Cherry Tree Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cherry Tree Wealth Management’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	$450K	Hold	5,541	–	–	0.08%	104
2026 Q2	$455K	Sell	5,541 -243	-4%	-$20K	0.09%	104
2026 Q1	$478K	Hold	5,784	–	–	0.1%	98
2025 Q4	$479K	Hold	5,784	–	–	0.1%	101
2025 Q3	$480K	Hold	5,784	–	–	0.11%	98
2025 Q2	$479K	Hold	5,784	–	–	0.11%	98
2025 Q1	$479K	Hold	5,784	–	–	0.12%	92
2024 Q4	$474K	Hold	5,784	–	–	0.12%	93
2024 Q3	$481K	Hold	5,784	–	–	0.11%	98
2024 Q2	$472K	Hold	5,784	–	–	0.12%	92
2024 Q1	$473K	Buy	5,784 +122	+2%	+$10K	0.12%	90
2023 Q4	$465K	Hold	5,662	–	–	0.12%	91
2023 Q3	$458K	Hold	5,662	–	–	0.13%	86
2023 Q2	$459K	Buy	+5,662	New	+$463K	0.13%	88

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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

Cherry Tree Wealth Management's SHY Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 5,541 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #104.

Cherry Tree Wealth Management first reported a position in SHY in Q2 2023 and has held it in 14 quarters since. The position peaked at $481K in Q3 2024. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Cherry Tree Wealth Management held 5,541 shares of iShares 1-3 Year Treasury Bond ETF worth $450K as of Q3 2026.
Cherry Tree Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #104 holding.
Cherry Tree Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $481K in Q3 2024.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.