Cornerstone Wealth Group
SHY icon

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
2026
Q3 		$237K Buy
+2,924
New +$239K 0.01% 454
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Cornerstone Wealth Group's SHY Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 2,924 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in SHY as recently as Q4 2024.

Cornerstone Wealth Group first reported a position in SHY in Q1 2020 and has held it in 20 quarters since. The position peaked at $10.6M in Q2 2023. 746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Cornerstone Wealth Group held 2,924 shares of iShares 1-3 Year Treasury Bond ETF worth $237K as of Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Cornerstone Wealth Group position in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q3 2026, its #454 holding.
  • Cornerstone Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $10.6M in Q2 2023.
  • 746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.