SHY β€” ISHARES TR

Ownership history in CBM Financial, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which CBM Financial, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.2% (2025 Q1)
πŸ“Š Avg. % of fund
3.2%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q1
⏱ Quarters held
1
% of Fund (quarterly)    SHY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 47,815 β€” β€” 3.20% $3.9M $79.69

🏒 Other funds also holding SHY

As of 2025 Q4 β€” sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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