Cranbrook Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cranbrook Wealth Management’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 Q1	$17.5K	Hold	212	–	–	﹤0.01%	249
2025 Q4	$17.6K	Hold	212	–	–	﹤0.01%	255
2025 Q3	$17.6K	Hold	212	–	–	﹤0.01%	262
2025 Q2	$17.6K	Sell	212 -171	-45%	-$14.1K	﹤0.01%	256
2025 Q1	$31.7K	Hold	383	–	–	0.01%	209
2024 Q4	$31.4K	Hold	383	–	–	0.01%	208
2024 Q3	$31.8K	Hold	383	–	–	0.01%	208
2024 Q2	$31.3K	Hold	383	–	–	0.01%	202
2024 Q1	$31.3K	Hold	383	–	–	0.01%	179
2023 Q4	$31.4K	Sell	383 -48	-11%	-$3.9K	0.01%	176
2023 Q3	$34.9K	Hold	431	–	–	0.01%	168
2023 Q2	$34.9K	Hold	431	–	–	0.01%	173
2023 Q1	$35.4K	Hold	431	–	–	0.01%	172
2022 Q4	$35K	Hold	431	–	–	0.01%	174
2022 Q3	$35K	Hold	431	–	–	0.01%	188
2022 Q2	$36K	Hold	431	–	–	0.01%	187
2022 Q1	$36K	Hold	431	–	–	0.01%	207
2021 Q4	$37K	Sell	431 -540	-56%	-$46.3K	0.01%	202
2021 Q3	$84K	Hold	971	–	–	0.02%	144
2021 Q2	$84K	Hold	971	–	–	0.02%	143
2021 Q1	$84K	Hold	971	–	–	0.02%	139
2020 Q4	$84K	Hold	971	–	–	0.02%	133
2020 Q3	$84K	Hold	971	–	–	0.02%	120
2020 Q2	$84K	Hold	971	–	–	0.03%	117
2020 Q1	$84K	Hold	971	–	–	0.03%	112
2019 Q4	$82K	Hold	971	–	–	0.02%	117
2019 Q3	$82K	Buy	971 +118	+14%	+$10K	0.02%	114
2019 Q2	$72K	Sell	853 -32	-4%	-$2.69K	0.02%	115
2019 Q1	$74K	Hold	885	–	–	0.02%	112
2018 Q4	$74K	Sell	885 -361	-29%	-$30K	0.03%	110
2018 Q3	$104K	Sell	1,246 -95	-7%	-$7.9K	0.04%	95
2018 Q2	$112K	Sell	1,341 -72	-5%	-$6K	0.04%	85
2018 Q1	$118K	Hold	1,413	–	–	0.05%	83
2017 Q4	$118K	Sell	1,413 -36	-2%	-$3.03K	0.05%	82
2017 Q3	$122K	Hold	1,449	–	–	0.05%	77
2017 Q2	$122K	Hold	1,449	–	–	0.05%	78
2017 Q1	$122K	Sell	1,449 -83	-5%	-$7.01K	0.06%	74
2016 Q4	$129K	Hold	1,532	–	–	0.06%	73
2016 Q3	$130K	Hold	1,532	–	–	0.07%	68
2016 Q2	$131K	Buy	1,532 +235	+18%	+$20K	0.07%	70
2016 Q1	$110K	Hold	1,297	–	–	0.06%	72
2015 Q4	$109K	Hold	1,297	–	–	0.06%	70
2015 Q3	$110K	Buy	1,297 +295	+29%	+$25K	0.06%	70
2015 Q2	$85K	Hold	1,002	–	–	0.05%	87
2015 Q1	$85K	Hold	1,002	–	–	0.05%	87
2014 Q4	$85K	Hold	1,002	–	–	0.05%	88
2014 Q3	$85K	Hold	1,002	–	–	0.06%	71
2014 Q2	$85K	Hold	1,002	–	–	0.06%	70
2014 Q1	$85K	Sell	1,002 -891	-47%	-$75.3K	0.06%	72
2013 Q4	$160K	Buy	+1,893	New	+$160K	0.11%	60

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cranbrook Wealth Management's SHY Position: Q1 2026 in Review

Cranbrook Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 212 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Cranbrook Wealth Management first reported a position in SHY in Q4 2013 and has held it in 50 quarters since. The position peaked at $160K in Q4 2013. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Cranbrook Wealth Management held 212 shares of iShares 1-3 Year Treasury Bond ETF worth $17.5K as of Q1 2026.
Cranbrook Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #249 holding.
Cranbrook Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $160K in Q4 2013.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.