CWA Asset Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CWA Asset Management 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 Q2	$69.3M	Sell	843,777 -33,862	-4%	-$2.78M	2.11%	4
2026 Q1	$72.5M	Buy	877,639 +19,161	+2%	+$1.59M	2.46%	4
2025 Q4	$71.1M	Buy	858,478 +58,919	+7%	+$4.88M	2.56%	4
2025 Q3	$66.3M	Buy	799,559 +405,476	+103%	+$33.5M	2.45%	4
2025 Q2	$32.7M	Buy	394,083 +106,405	+37%	+$8.78M	1.38%	10
2025 Q1	$23.8M	Buy	287,678 +62,357	+28%	+$5.13M	1.14%	16
2024 Q4	$18.5M	Buy	225,321 +76,878	+52%	+$6.32M	0.93%	20
2024 Q3	$12.3M	Buy	+148,443	New	+$12.2M	0.66%	35
2024 Q1	$9.64M	Sell	117,912 -111,874	-49%	-$9.16M	0.59%	42
2023 Q4	$18.9M	Buy	229,786 +4,449	+2%	+$362K	1.29%	15
2023 Q3	$18.2M	Sell	225,337 -46,437	-17%	-$3.76M	1.35%	13
2023 Q2	$22M	Buy	271,774 +38,608	+17%	+$3.16M	1.51%	13
2023 Q1	$19.2M	Buy	233,166 +223,029	+2,200%	+$18.2M	1.42%	14
2022 Q4	$823K	Buy	10,137 +300	+3%	+$24.3K	0.07%	146
2022 Q3	$799K	Buy	9,837 +87	+0.9%	+$7.16K	0.08%	133
2022 Q2	$807K	Buy	9,750 +50	+0.5%	+$4.15K	0.08%	136
2022 Q1	$808K	Hold	9,700	–	–	0.06%	141
2021 Q4	$830K	Buy	9,700 +150	+2%	+$12.9K	0.06%	145
2021 Q3	$823K	Hold	9,550	–	–	0.07%	141
2021 Q2	$823K	Sell	9,550 -850	-8%	-$73.3K	0.07%	139
2021 Q1	$897K	Sell	10,400 -3,450	-25%	-$298K	0.08%	131
2020 Q4	$1.2M	Sell	13,850 -2,500	-15%	-$216K	0.13%	115
2020 Q3	$1.41M	Buy	16,350 +350	+2%	+$30.3K	0.19%	88
2020 Q2	$1.39M	Buy	16,000 +9,370	+141%	+$812K	0.24%	70
2020 Q1	$575K	Buy	+6,630	New	+$566K	0.11%	109
2018 Q3	–	Sell	-2,691	Closed	-$224K	–	223
2018 Q2	$224K	Sell	2,691 -626	-19%	-$52.1K	0.05%	178
2018 Q1	$277K	Sell	3,317 -213	-6%	-$17.8K	0.07%	149
2017 Q4	$296K	Sell	3,530 -100	-3%	-$8.41K	0.08%	136
2017 Q3	$307K	Buy	3,630 +85	+2%	+$7.19K	0.09%	123
2017 Q2	$300K	Buy	3,545 +59	+2%	+$4.99K	0.1%	123
2017 Q1	$295K	Buy	+3,486	New	+$294K	0.1%	123

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

CWA Asset Management Group's SHY Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q2 2026, selling an estimated $2.78M and leaving 843,777 shares worth $69.3M. The position accounts for 2.11% of the portfolio, ranked #4.

CWA Asset Management Group first reported a position in SHY in Q1 2017 and has held it in 31 quarters since. The position peaked at $72.5M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

CWA Asset Management Group held 843,777 shares of iShares 1-3 Year Treasury Bond ETF worth $69.3M as of Q2 2026.
CWA Asset Management Group sold 33,862 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.78M.
iShares 1-3 Year Treasury Bond ETF made up 2.11% of CWA Asset Management Group's portfolio in Q2 2026, its #4 holding.
CWA Asset Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 31 quarters since.
CWA Asset Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $72.5M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.