CI
SHY icon

CPR Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CPR Investments’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 		$6.12M Buy
74,577
+37,194
+99% +$3.06M 4.71% 7
2026
Q1 		$3.09M Buy
37,383
+2,729
+8% +$226K 2.06% 16
2025
Q4 		$2.87M Sell
34,654
-13,909
-29% -$1.15M 1.93% 16
2025
Q3 		$4.03M Buy
48,563
+688
+1% +$56.9K 2.77% 13
2025
Q2 		$3.97M Buy
47,875
+2,345
+5% +$194K 3.08% 12
2025
Q1 		$3.77M Buy
45,530
+9,826
+28% +$808K 3.34% 10
2024
Q4 		$2.93M Sell
35,704
-3,859
-10% -$317K 2.64% 10
2024
Q3 		$3.29M Sell
39,563
-3,544
-8% -$292K 3.11% 7
2024
Q2 		$3.52M Sell
43,107
-9,772
-18% -$795K 2.91% 13
2024
Q1 		$4.32M Buy
52,879
+1,551
+3% +$127K 3.29% 8
2023
Q4 		$4.21M Sell
51,328
-38
-0.1% -$3.09K 4.08% 6
2023
Q3 		$4.16M Sell
51,366
-4,620
-8% -$374K 4.47% 7
2023
Q2 		$4.54M Sell
55,986
-12,140
-18% -$993K 4.36% 5
2023
Q1 		$5.6M Buy
68,126
+7,851
+13% +$640K 5.38% 6
2022
Q4 		$4.89M Sell
60,275
-8,823
-13% -$716K 4.86% 8
2022
Q3 		$5.61M Buy
69,098
+32,310
+88% +$2.66M 7.22% 5
2022
Q2 		$3.05M Buy
+36,788
New +$3.05M 4.58% 9

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CPR Investments's SHY Position: Q2 2026 in Review

CPR Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 99% in Q2 2026, buying an estimated $3.06M and bringing the position to 74,577 shares worth $6.12M. The position accounts for 4.71% of the portfolio, ranked #7.

CPR Investments first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • CPR Investments held 74,577 shares of iShares 1-3 Year Treasury Bond ETF worth $6.12M as of Q2 2026.
  • CPR Investments bought 37,194 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.06M.
  • iShares 1-3 Year Treasury Bond ETF made up 4.71% of CPR Investments's portfolio in Q2 2026, its #7 holding.
  • CPR Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.