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Cogent Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cogent Private Wealth’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 		$1.09M Hold
13,246
– – 0.68% 35
2026
Q1 		$1.09M Hold
13,246
– – 0.79% 32
2025
Q4 		$1.1M Buy
+13,246
New +$1.1M 0.84% 35

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cogent Private Wealth's SHY Position: Q2 2026 in Review

Cogent Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 13,246 shares worth $1.09M. The position accounts for 0.68% of the portfolio, ranked #35.

Cogent Private Wealth first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cogent Private Wealth held 13,246 shares of iShares 1-3 Year Treasury Bond ETF worth $1.09M as of Q2 2026.
  • Cogent Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.68% of Cogent Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Cogent Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cogent Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.