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Personal CFO Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Personal CFO Solutions’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 		$292K Buy
+3,538
New +$293K 0.04% 389
2025
Q3 		– Sell
-17,428
Closed -$1.44M – 522
2025
Q2 		$1.44M Buy
17,428
+13,229
+315% +$1.09M 0.27% 73
2025
Q1 		$347K Sell
4,199
-584
-12% -$48K 0.07% 274
2024
Q4 		$392K Buy
+4,783
New +$393K 0.08% 248
2024
Q3 		– Sell
-14,242
Closed -$1.16M – 594
2024
Q2 		$1.16M Sell
14,242
-1,923
-12% -$156K 0.18% 109
2024
Q1 		$1.32M Buy
16,165
+10,976
+212% +$898K 0.21% 95
2023
Q4 		$426K Sell
5,189
-27,636
-84% -$2.25M 0.07% 273
2023
Q3 		$2.66M Buy
32,825
+25,861
+371% +$2.09M 0.53% 37
2023
Q2 		$565K Sell
6,964
-30,753
-82% -$2.51M 0.11% 181
2023
Q1 		$3.1M Buy
37,717
+32,001
+560% +$2.61M 0.64% 31
2022
Q4 		$464K Sell
5,716
-54,960
-91% -$4.46M 0.1% 200
2022
Q3 		$4.93M Sell
60,676
-16,999
-22% -$1.4M 1.24% 17
2022
Q2 		$6.43M Sell
77,675
-129
-0.2% -$10.7K 1.51% 14
2022
Q1 		$6.49M Buy
77,804
+51,582
+197% +$4.36M 1.28% 16
2021
Q4 		$2.24M Buy
26,222
+13,814
+111% +$1.18M 0.42% 45
2021
Q3 		$1.07M Buy
12,408
+44
+0.4% +$3.79K 0.22% 96
2021
Q2 		$1.06M Sell
12,364
-12,421
-50% -$1.07M 0.22% 88
2021
Q1 		$2.14M Buy
24,785
+6,334
+34% +$547K 0.46% 43
2020
Q4 		$1.59M Buy
18,451
+116
+0.6% +$10K 0.39% 54
2020
Q3 		$2K Sell
18,335
-32,746
-64% -$2.83M 0.67% 43
2020
Q2 		$4.42M Sell
51,081
-22,148
-30% -$1.92M 1.31% 9
2020
Q1 		$6.35M Buy
73,229
+61,187
+508% +$5.23M 2.28% 6
2019
Q4 		$1.02M Sell
12,042
-1,124
-9% -$95.2K 0.29% 69
2019
Q3 		$1.12M Buy
+13,166
New +$1.12M 0.44% 54

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's SHY Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 3,538 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #389 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in SHY as recently as Q2 2025.

Personal CFO Solutions first reported a position in SHY in Q3 2019 and has held it in 24 quarters since. The position peaked at $6.49M in Q1 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Personal CFO Solutions held 3,538 shares of iShares 1-3 Year Treasury Bond ETF worth $292K as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Personal CFO Solutions position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #389 holding.
  • Personal CFO Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Personal CFO Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $6.49M in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.