Cobblestone Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cobblestone Capital Advisors’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	$747K	Sell	9,003 -85	-0.9%	-$7.03K	0.04%	167
2025 Q2	$753K	Buy	9,088 +2,298	+34%	+$190K	0.04%	164
2025 Q1	$562K	Sell	6,790 -1,160	-15%	-$95.4K	0.03%	181
2024 Q4	$652K	Buy	+7,950	New	+$654K	0.04%	161
2018 Q1	–	Sell	-2,405	Closed	-$202K	–	248
2017 Q4	$202K	Buy	+2,405	New	+$202K	0.02%	236

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 $6.37B AUM 47.14% 1-Year Est. Return

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

Cobblestone Capital Advisors's SHY Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.94% in Q3 2025, selling an estimated $7.03K and leaving 9,003 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #167.

Cobblestone Capital Advisors first reported a position in SHY in Q4 2017 and has held it in 5 quarters since. The position peaked at $753K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Cobblestone Capital Advisors held 9,003 shares of iShares 1-3 Year Treasury Bond ETF worth $747K as of Q3 2025.
Cobblestone Capital Advisors sold 85 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $7.03K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #167 holding.
Cobblestone Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 5 quarters since.
Cobblestone Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $753K in Q2 2025.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.