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Cornerstone Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cornerstone Wealth 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
2025
Q1 		– Sell
-3,834
Closed -$314K – 297
2024
Q4 		$314K Buy
3,834
+271
+8% +$22.3K 0.03% 207
2024
Q3 		$296K Sell
3,563
-362
-9% -$29.9K 0.02% 209
2024
Q2 		$320K Sell
3,925
-94
-2% -$7.65K 0.03% 198
2024
Q1 		$329K Buy
4,019
+432
+12% +$35.4K 0.03% 185
2023
Q4 		$294K Buy
+3,587
New +$292K 0.04% 124
2023
Q3 		– Sell
-130,761
Closed -$10.6M – 153
2023
Q2 		$10.6M Buy
130,761
+30,222
+30% +$2.47M 1.92% 10
2023
Q1 		$8.26M Buy
100,539
+84,639
+532% +$6.9M 1.47% 14
2022
Q4 		$1.29M Sell
15,900
-2,147
-12% -$174K 0.24% 84
2022
Q3 		$1.47M Sell
18,047
-2,211
-11% -$182K 0.32% 73
2022
Q2 		$1.68M Sell
20,258
-1,559
-7% -$129K 0.35% 76
2022
Q1 		$1.82M Sell
21,817
-1,475
-6% -$125K 0.33% 89
2021
Q4 		$1.99M Buy
23,292
+322
+1% +$27.6K 0.34% 82
2021
Q3 		$1.98M Buy
22,970
+213
+0.9% +$18.4K 0.35% 85
2021
Q2 		$1.96M Sell
22,757
-4,160
-15% -$359K 0.4% 79
2021
Q1 		$2.32M Sell
26,917
-2,084
-7% -$180K 0.47% 82
2020
Q4 		$2.5M Buy
29,001
+4,106
+16% +$355K 0.62% 63
2020
Q3 		$2.15M Buy
24,895
+5,539
+29% +$479K 0.59% 56
2020
Q2 		$1.68M Buy
19,356
+1,464
+8% +$127K 0.42% 61
2020
Q1 		$1.55M Buy
+17,892
New +$1.53M 0.55% 50

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Group's SHY Position: Q1 2025 in Review

Cornerstone Wealth Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 3,834 shares — an estimated $314K sold.

Cornerstone Wealth Group first reported a position in SHY in Q1 2020 and held it in 19 quarters. The position peaked at $10.6M in Q2 2023. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Cornerstone Wealth Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 3,834 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $314K.
  • Cornerstone Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 19 quarters.
  • Cornerstone Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $10.6M in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Cornerstone Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.