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

Cypress Advisory 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	$526K	Sell	6,400 -2,750	-30%	-$226K	0.41%	65
2026 Q1	$756K	Hold	9,150	–	–	0.58%	54
2025 Q4	$758K	Sell	9,150 -14,230	-61%	-$1.18M	0.56%	53
2025 Q3	$1.94M	Hold	23,380	–	–	1.44%	21
2025 Q2	$1.94M	Hold	23,380	–	–	1.5%	17
2025 Q1	$1.93M	Sell	23,380 -1,675	-7%	-$138K	1.76%	14
2024 Q4	$2.05M	Buy	+25,055	New	+$2.06M	1.89%	15

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Cypress Advisory Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q2 2026, selling an estimated $226K and leaving 6,400 shares worth $526K. The position accounts for 0.41% of the portfolio, ranked #65.

Cypress Advisory Group first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2024. 290 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cypress Advisory Group held 6,400 shares of iShares 1-3 Year Treasury Bond ETF worth $526K as of Q2 2026.
Cypress Advisory Group sold 2,750 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $226K.
iShares 1-3 Year Treasury Bond ETF made up 0.41% of Cypress Advisory Group's portfolio in Q2 2026, its #65 holding.
Cypress Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.05M in Q4 2024.
290 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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