CFG
SHY icon

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
Q3 		$1.98M Buy
24,439
+991
+4% +$81K 0.16% 106
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Cooper Financial Group's SHY Position: Q3 2026 in Review

Cooper Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.2% in Q3 2026, buying an estimated $81K and bringing the position to 24,439 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #106.

Cooper Financial Group first reported a position in SHY in Q4 2020 and has held it in 17 quarters since. 41 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Cooper Financial Group held 24,439 shares of iShares 1-3 Year Treasury Bond ETF worth $1.98M as of Q3 2026.
  • Cooper Financial Group bought 991 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $81K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Cooper Financial Group's portfolio in Q3 2026, its #106 holding.
  • Cooper Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.