CX Institutional’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CX Institutional’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	$73.5M	Buy	894,736 +485,882	+119%	+$40M	2.12%	3
2026 Q1	$33.8M	Buy	408,854 +6,688	+2%	+$554K	1.03%	19
2025 Q4	$33.3M	Buy	402,166 +2,714	+0.7%	+$225K	0.99%	24
2025 Q3	$33.1M	Buy	399,452 +46,965	+13%	+$3.88M	1.01%	24
2025 Q2	$29.2M	Buy	352,487 +91,630	+35%	+$7.56M	1.02%	25
2025 Q1	$21.6M	Sell	260,857 -17,618	-6%	-$1.45M	0.81%	29
2024 Q4	$22.8M	Buy	278,475 +85,861	+45%	+$7.06M	0.91%	28
2024 Q3	$16M	Buy	192,614 +12,828	+7%	+$1.06M	0.71%	32
2024 Q2	$14.7M	Buy	179,786 +177,135	+6,682%	+$14.4M	0.69%	39
2024 Q1	$216K	Buy	2,651 +162	+7%	+$13.3K	0.01%	521
2023 Q4	$204K	Sell	2,489 -1,346	-35%	-$109K	0.01%	489
2023 Q3	$310K	Sell	3,835 -3,089	-45%	-$250K	0.02%	394
2023 Q2	$561K	Sell	6,924 -430	-6%	-$35.2K	0.03%	338
2023 Q1	$604K	Sell	7,354 -79,462	-92%	-$6.48M	0.03%	335
2022 Q4	$7.05M	Buy	86,816 +4,514	+5%	+$366K	0.43%	55
2022 Q3	$6.68M	Sell	82,302 -27,362	-25%	-$2.25M	0.46%	56
2022 Q2	$9.08M	Sell	109,664 -50,987	-32%	-$4.23M	0.69%	33
2022 Q1	$13.4M	Sell	160,651 -57,602	-26%	-$4.87M	1.07%	22
2021 Q4	$18.7M	Buy	218,253 +20,540	+10%	+$1.76M	1.48%	12
2021 Q3	$17M	Buy	197,713 +12,174	+7%	+$1.05M	1.39%	10
2021 Q2	$16M	Buy	185,539 +9,856	+6%	+$850K	1.31%	11
2021 Q1	$15.2M	Buy	175,683 +15,928	+10%	+$1.37M	1.35%	11
2020 Q4	$13.8M	Buy	159,755 +7,971	+5%	+$689K	1.33%	12
2020 Q3	$13.1M	Sell	151,784 -64,898	-30%	-$5.62M	1.42%	12
2020 Q2	$18.8M	Buy	216,682 +116,914	+117%	+$10.1M	2.46%	8
2020 Q1	$8.65M	Buy	99,768 +12,117	+14%	+$1.03M	1.41%	14
2019 Q4	$7.42M	Sell	87,651 -479	-0.5%	-$40.6K	1.29%	21
2019 Q3	$7.47M	Buy	88,130 +31,861	+57%	+$2.7M	1.21%	24
2019 Q2	$4.77M	Sell	56,269 -45,608	-45%	-$3.84M	0.76%	31
2019 Q1	$8.57M	Sell	101,877 -5,777	-5%	-$484K	1.51%	17
2018 Q4	$9M	Buy	107,654 +23,847	+28%	+$1.98M	1.9%	14
2018 Q3	$6.96M	Buy	83,807 +8,538	+11%	+$710K	2.3%	8
2018 Q2	$6.28M	Buy	+75,269	New	+$6.27M	2.32%	7

Other funds holding SHY

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CX Institutional's SHY Position: Q2 2026 in Review

CX Institutional increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 119% in Q2 2026, buying an estimated $40M and bringing the position to 894,736 shares worth $73.5M. The position accounts for 2.12% of the portfolio, ranked #3.

CX Institutional first reported a position in SHY in Q2 2018 and has held it in 33 quarters since. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

CX Institutional held 894,736 shares of iShares 1-3 Year Treasury Bond ETF worth $73.5M as of Q2 2026.
CX Institutional bought 485,882 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $40M.
iShares 1-3 Year Treasury Bond ETF made up 2.12% of CX Institutional's portfolio in Q2 2026, its #3 holding.
CX Institutional first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 33 quarters since.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.