Cypress Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Cypress Advisory Group’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8M	Sell	161,125 -21,284	-12%	-$2.35M	13.78%	1
2026 Q1	$20.1M	Sell	182,409 -12,734	-7%	-$1.4M	15.36%	1
2025 Q4	$21.5M	Sell	195,143 -9,948	-5%	-$1.1M	15.78%	1
2025 Q3	$22.7M	Sell	205,091 -5,441	-3%	-$600K	16.77%	1
2025 Q2	$23.2M	Sell	210,532 -15,824	-7%	-$1.74M	18.04%	1
2025 Q1	$25M	Buy	226,356 +31,689	+16%	+$3.5M	22.81%	1
2024 Q4	$21.4M	Buy	+194,667	New	+$21.5M	19.72%	1

Other funds holding SHV

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cypress Advisory Group's SHV Position: Q2 2026 in Review

Cypress Advisory Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 12% in Q2 2026, selling an estimated $2.35M and leaving 161,125 shares worth $17.8M. The position accounts for 13.78% of the portfolio, ranked #1.

Cypress Advisory Group first reported a position in SHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $25M in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Cypress Advisory Group held 161,125 shares of iShares 0-1 Year Treasury Bond ETF worth $17.8M as of Q2 2026.
Cypress Advisory Group sold 21,284 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.35M.
iShares 0-1 Year Treasury Bond ETF made up 13.78% of Cypress Advisory Group's portfolio in Q2 2026, its #1 holding.
Cypress Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $25M in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.