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 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%	+$9.98K	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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cherry Tree Wealth Management's SHY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 5,784 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #98.

Cherry Tree Wealth Management first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $481K in Q3 2024. 1,223 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Cherry Tree Wealth Management held 5,784 shares of iShares 1-3 Year Treasury Bond ETF worth $478K as of Q1 2026.
Cherry Tree Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #98 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 12 quarters since.
Cherry Tree Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $481K in Q3 2024.
1,223 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.