City State Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

City State Bank’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	$7.14K	Sell	87 -47	-35%	-$3.87K	﹤0.01%	591
2026 Q1	$11.1K	Buy	134 +48	+56%	+$3.97K	﹤0.01%	531
2025 Q4	$7.12K	Hold	86	–	–	﹤0.01%	564
2025 Q3	$7.13K	Hold	86	–	–	﹤0.01%	552
2025 Q2	$7.13K	Sell	86 -20	-19%	-$1.65K	﹤0.01%	544
2025 Q1	$8.77K	Hold	106	–	–	﹤0.01%	520
2024 Q4	$8.69K	Buy	+106	New	+$8.71K	﹤0.01%	511

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

City State Bank's SHY Position: Q2 2026 in Review

City State Bank reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q2 2026, selling an estimated $3.87K and leaving 87 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

City State Bank first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

City State Bank held 87 shares of iShares 1-3 Year Treasury Bond ETF worth $7.14K as of Q2 2026.
City State Bank sold 47 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.87K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #591 holding.
City State Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
City State Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1K in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.