Cynosure Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cynosure 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 Q1	$253K	Hold	3,066	–	–	0.03%	189
2025 Q4	$254K	Hold	3,066	–	–	0.03%	397
2025 Q3	$254K	Hold	3,066	–	–	0.03%	363
2025 Q2	$254K	Hold	3,066	–	–	0.03%	369
2025 Q1	$254K	Hold	3,066	–	–	0.04%	365
2024 Q4	$251K	Hold	3,066	–	–	0.04%	360
2024 Q3	$255K	Sell	3,066 -128	-4%	-$10.6K	0.04%	356
2024 Q2	$261K	Hold	3,194	–	–	0.04%	329
2024 Q1	$261K	Hold	3,194	–	–	0.05%	306
2023 Q4	$262K	Hold	3,194	–	–	0.05%	136
2023 Q3	$259K	Hold	3,194	–	–	0.08%	132
2023 Q2	$259K	Buy	+3,194	New	+$261K	0.08%	122

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

Cynosure Group's SHY Position: Q1 2026 in Review

Cynosure Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,066 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #189.

Cynosure Group first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $262K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Cynosure Group held 3,066 shares of iShares 1-3 Year Treasury Bond ETF worth $253K as of Q1 2026.
Cynosure Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Cynosure Group's portfolio in Q1 2026, its #189 holding.
Cynosure Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's iShares 1-3 Year Treasury Bond ETF position peaked at $262K in Q4 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.