Bank Julius Baer & Co
SHY icon

Bank Julius Baer & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bank Julius Baer & Co’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 		$50.8K Hold
615
– – ﹤0.01% 597
2025
Q4 		$50.9K Hold
615
– – ﹤0.01% 584
2025
Q3 		$51K Hold
615
– – ﹤0.01% 593
2025
Q2 		$51K Sell
615
-6,091
-91% -$503K ﹤0.01% 543
2025
Q1 		$555K Buy
6,706
+5
+0.1% +$411 ﹤0.01% 353
2024
Q4 		$594K Buy
6,701
+6,182
+1,191% +$508K ﹤0.01% 340
2024
Q3 		$51.1K Buy
519
+16
+3% +$1.32K ﹤0.01% 467
2024
Q2 		$45.7K Sell
503
-57
-10% -$4.64K ﹤0.01% 447
2024
Q1 		$45.8K Sell
560
-960
-63% -$78.6K ﹤0.01% 473
2023
Q4 		$125K Sell
1,520
-19
-1% -$1.54K ﹤0.01% 432
2023
Q3 		$125K Sell
1,539
-2,133
-58% -$173K ﹤0.01% 406
2023
Q2 		$298K Sell
3,672
-69
-2% -$5.64K ﹤0.01% 380
2023
Q1 		$307K Sell
3,741
-2,084
-36% -$170K ﹤0.01% 392
2022
Q4 		$473K Buy
5,825
+92
+2% +$7.46K ﹤0.01% 345
2022
Q3 		$466K Buy
5,733
+1,738
+44% +$143K ﹤0.01% 334
2022
Q2 		$331K Buy
3,995
+40
+1% +$3.32K ﹤0.01% 369
2022
Q1 		$330K Sell
3,955
-13,579
-77% -$1.15M ﹤0.01% 374
2021
Q4 		$1.5M Sell
17,534
-2,878
-14% -$247K 0.01% 301
2021
Q3 		$1.76M Sell
20,412
-27,975
-58% -$2.41M 0.01% 268
2021
Q2 		$4.17M Sell
48,387
-1,707
-3% -$147K 0.03% 224
2021
Q1 		$4.32M Sell
50,094
-20,779
-29% -$1.79M 0.03% 209
2020
Q4 		$6.12M Buy
70,873
+21,223
+43% +$1.83M 0.05% 174
2020
Q3 		$4.29M Buy
49,650
+726
+1% +$62.8K 0.04% 165
2020
Q2 		$4.24M Buy
48,924
+47,549
+3,458% +$4.12M 0.05% 152
2020
Q1 		$119K Buy
+1,375
New +$117K ﹤0.01% 476

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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank Julius Baer & Co's SHY Position: Q1 2026 in Review

Bank Julius Baer & Co held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 615 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bank Julius Baer & Co first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.12M in Q4 2020. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Bank Julius Baer & Co held 615 shares of iShares 1-3 Year Treasury Bond ETF worth $50.8K as of Q1 2026.
  • Bank Julius Baer & Co left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #597 holding.
  • Bank Julius Baer & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $6.12M in Q4 2020.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.