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

Bessemer 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	$374K	Sell	4,545 -6,408	-59%	-$527K	﹤0.01%	1249
2026 Q1	$904K	Sell	10,953 -5,940	-35%	-$492K	﹤0.01%	966
2025 Q4	$1.4M	Buy	16,893 +5,280	+45%	+$438K	﹤0.01%	887
2025 Q3	$963K	Hold	11,613	–	–	﹤0.01%	661
2025 Q2	$962K	Sell	11,613 -62	-0.5%	-$5.12K	﹤0.01%	641
2025 Q1	$966K	Hold	11,675	–	–	﹤0.01%	713
2024 Q4	$957K	Buy	11,675 +44	+0.4%	+$3.62K	﹤0.01%	769
2024 Q3	$967K	Sell	11,631 -65	-0.6%	-$5.36K	﹤0.01%	784
2024 Q2	$955K	Buy	11,696 +83	+0.7%	+$6.75K	﹤0.01%	666
2024 Q1	$949K	Sell	11,613 -1,476	-11%	-$121K	﹤0.01%	683
2023 Q4	$1.07M	Buy	13,089 +1,578	+14%	+$128K	﹤0.01%	644
2023 Q3	$932K	Buy	11,511 +259	+2%	+$21K	﹤0.01%	645
2023 Q2	$912K	Hold	11,252	–	–	﹤0.01%	668
2023 Q1	$925K	Sell	11,252 -1,687	-13%	-$138K	﹤0.01%	601
2022 Q4	$1.05M	Buy	12,939 +398	+3%	+$32.3K	﹤0.01%	567
2022 Q3	$1.02M	Buy	12,541 +1,289	+11%	+$106K	﹤0.01%	577
2022 Q2	$932K	Hold	11,252	–	–	﹤0.01%	579
2022 Q1	$937K	Buy	11,252 +267	+2%	+$22.6K	﹤0.01%	494
2021 Q4	$939K	Sell	10,985 -5,603	-34%	-$481K	﹤0.01%	476
2021 Q3	$1.43M	Buy	16,588 +5,611	+51%	+$484K	﹤0.01%	360
2021 Q2	$945K	Sell	10,977 -3,500	-24%	-$302K	﹤0.01%	420
2021 Q1	$1.25M	Buy	14,477 +2,325	+19%	+$201K	﹤0.01%	383
2020 Q4	$1.05M	Buy	12,152 +662	+6%	+$57.2K	﹤0.01%	391
2020 Q3	$994K	Hold	11,490	–	–	﹤0.01%	411
2020 Q2	$995K	Hold	11,490	–	–	﹤0.01%	787
2020 Q1	$996K	Sell	11,490 -980	-8%	-$83.7K	﹤0.01%	609
2019 Q4	$1.06M	Sell	12,470 -120	-1%	-$10.2K	﹤0.01%	728
2019 Q3	$1.07M	Buy	12,590 +1,890	+18%	+$160K	﹤0.01%	680
2019 Q2	$908K	Hold	10,700	–	–	﹤0.01%	728
2019 Q1	$900K	Sell	10,700 -1,198	-10%	-$100K	﹤0.01%	661
2018 Q4	$995K	Buy	11,898 +4,698	+65%	+$390K	﹤0.01%	572
2018 Q3	$599K	Hold	7,200	–	–	﹤0.01%	718
2018 Q2	$600K	Hold	7,200	–	–	﹤0.01%	712
2018 Q1	$602K	Hold	7,200	–	–	﹤0.01%	720
2017 Q4	$603K	Hold	7,200	–	–	﹤0.01%	754
2017 Q3	$608K	Hold	7,200	–	–	﹤0.01%	792
2017 Q2	$608K	Hold	7,200	–	–	﹤0.01%	812
2017 Q1	$609K	Hold	7,200	–	–	﹤0.01%	843
2016 Q4	$608K	Hold	7,200	–	–	﹤0.01%	841
2016 Q3	$612K	Sell	7,200 -115	-2%	-$9.78K	﹤0.01%	717
2016 Q2	$624K	Buy	7,315 +1,560	+27%	+$133K	﹤0.01%	517
2016 Q1	$490K	Sell	5,755 -46	-0.8%	-$3.9K	﹤0.01%	561
2015 Q4	$489K	Hold	5,801	–	–	﹤0.01%	623
2015 Q3	$493K	Hold	5,801	–	–	﹤0.01%	649
2015 Q2	$492K	Hold	5,801	–	–	﹤0.01%	645
2015 Q1	$492K	Sell	5,801 -215	-4%	-$18.2K	﹤0.01%	618
2014 Q4	$508K	Buy	6,016 +2,801	+87%	+$237K	﹤0.01%	590
2014 Q3	$272K	Hold	3,215	–	–	﹤0.01%	656
2014 Q2	$272K	Buy	+3,215	New	+$272K	﹤0.01%	647
2013 Q3	–	Sell	-1,817	Closed	-$153K	–	1359
2013 Q2	$153K	Buy	+1,817	New	+$153K	﹤0.01%	596

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bessemer Group's SHY Position: Q2 2026 in Review

Bessemer Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 59% in Q2 2026, selling an estimated $527K and leaving 4,545 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Bessemer Group first reported a position in SHY in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.43M in Q3 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bessemer Group held 4,545 shares of iShares 1-3 Year Treasury Bond ETF worth $374K as of Q2 2026.
Bessemer Group sold 6,408 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $527K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1249 holding.
Bessemer Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 50 quarters since.
Bessemer Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.43M in Q3 2021.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.