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Cooper Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cooper Financial Group’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 		$1.93M Buy
23,448
+36
+0.2% +$2.96K 0.16% 111
2026
Q1 		$1.93M Buy
23,412
+23
+0.1% +$1.9K 0.2% 97
2025
Q4 		$1.94M Buy
23,389
+9,349
+67% +$775K 0.21% 87
2025
Q3 		$1.16M Sell
14,040
-2,040
-13% -$169K 0.13% 129
2025
Q2 		$1.33M Sell
16,080
-608
-4% -$50.2K 0.16% 113
2025
Q1 		$1.38M Buy
16,688
+254
+2% +$20.9K 0.18% 107
2024
Q4 		$1.35M Buy
16,434
+2,276
+16% +$187K 0.16% 107
2024
Q3 		$1.18M Buy
14,158
+76
+0.5% +$6.27K 0.15% 114
2024
Q2 		$1.15M Buy
14,082
+111
+0.8% +$9.03K 0.17% 108
2024
Q1 		$1.14M Hold
13,971
– – 0.19% 104
2023
Q4 		$1.15M Buy
13,971
+180
+1% +$14.6K 0.21% 94
2023
Q3 		$1.12M Sell
13,791
-2,829
-17% -$229K 0.27% 87
2023
Q2 		$1.35M Buy
16,620
+1,074
+7% +$87.8K 0.33% 69
2023
Q1 		$1.28M Sell
15,546
-217
-1% -$17.7K 0.34% 72
2022
Q4 		$1.28M Buy
+15,763
New +$1.28M 0.39% 63
2021
Q1 		– Sell
-2,754
Closed -$238K – 306
2020
Q4 		$238K Buy
+2,754
New +$238K 0.05% 251

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

Cooper Financial Group's SHY Position: Q2 2026 in Review

Cooper Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.15% in Q2 2026, buying an estimated $2.96K and bringing the position to 23,448 shares worth $1.93M. The position accounts for 0.16% of the portfolio, ranked #111.

Cooper Financial Group first reported a position in SHY in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.94M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cooper Financial Group held 23,448 shares of iShares 1-3 Year Treasury Bond ETF worth $1.93M as of Q2 2026.
  • Cooper Financial Group bought 36 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.96K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Cooper Financial Group's portfolio in Q2 2026, its #111 holding.
  • Cooper Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.94M 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 Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.