CVA Family Office’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CVA Family Office’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	$368K	Buy	4,481 +412	+10%	+$33.9K	0.03%	235
2026 Q1	$336K	Sell	4,069 -1,556	-28%	-$129K	0.04%	230
2025 Q4	$466K	Hold	5,625	–	–	0.05%	181
2025 Q3	$467K	Hold	5,625	–	–	0.06%	177
2025 Q2	$466K	Hold	5,625	–	–	0.07%	178
2025 Q1	$465K	Hold	5,625	–	–	0.07%	173
2024 Q4	$461K	Buy	+5,625	New	+$462K	0.07%	168
2023 Q2	–	Sell	-5,141	Closed	-$422K	–	1061
2023 Q1	$422K	Hold	5,141	–	–	0.09%	136
2022 Q4	$417K	Buy	+5,141	New	+$417K	0.1%	128
2021 Q3	–	Sell	-1,445	Closed	-$125K	–	795
2021 Q2	$125K	Buy	+1,445	New	+$125K	0.04%	208

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CVA Family Office's SHY Position: Q2 2026 in Review

CVA Family Office increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, buying an estimated $33.9K and bringing the position to 4,481 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #235.

CVA Family Office first reported a position in SHY in Q2 2021 and has held it in 10 quarters since. The position peaked at $467K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

CVA Family Office held 4,481 shares of iShares 1-3 Year Treasury Bond ETF worth $368K as of Q2 2026.
CVA Family Office bought 412 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #235 holding.
CVA Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 10 quarters since.
CVA Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $467K in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.