ClearBridge Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $722K | Buy |
8,787
+705
| +9% | +$58K | ﹤0.01% | 646 |
|
|
2026
Q1 | $667K | Sell |
8,082
-3
| -0% | -$248 | ﹤0.01% | 642 |
|
|
2025
Q4 | $670K | Sell |
8,085
-548
| -6% | -$45.4K | ﹤0.01% | 655 |
|
|
2025
Q3 | $716K | Buy |
8,633
+147
| +2% | +$12.2K | ﹤0.01% | 672 |
|
|
2025
Q2 | $703K | Buy |
8,486
+54
| +0.6% | +$4.46K | ﹤0.01% | 649 |
|
|
2025
Q1 | $698K | Buy |
8,432
+5
| +0.1% | +$411 | ﹤0.01% | 649 |
|
|
2024
Q4 | $691K | Sell |
8,427
-4,990
| -37% | -$410K | ﹤0.01% | 655 |
|
|
2024
Q3 | $1.12M | Buy |
13,417
+50
| +0.4% | +$4.13K | ﹤0.01% | 641 |
|
|
2024
Q2 | $1.09M | Sell |
13,367
-513
| -4% | -$41.7K | ﹤0.01% | 668 |
|
|
2024
Q1 | $1.14M | Sell |
13,880
-5,933
| -30% | -$486K | ﹤0.01% | 661 |
|
|
2023
Q4 | $1.63M | Sell |
19,813
-16,293
| -45% | -$1.32M | ﹤0.01% | 636 |
|
|
2023
Q3 | $2.92M | Sell |
36,106
-1,767
| -5% | -$143K | ﹤0.01% | 571 |
|
|
2023
Q2 | $3.07M | Sell |
37,873
-36,111
| -49% | -$2.95M | ﹤0.01% | 576 |
|
|
2023
Q1 | $6.08M | Sell |
73,984
-3,751
| -5% | -$306K | 0.01% | 537 |
|
|
2022
Q4 | $6.31M | Sell |
77,735
-36,625
| -32% | -$2.97M | 0.01% | 548 |
|
|
2022
Q3 | $9.29M | Buy |
114,360
+61,397
| +116% | +$5.05M | 0.01% | 520 |
|
|
2022
Q2 | $4.38M | Buy |
52,963
+6,936
| +15% | +$575K | ﹤0.01% | 586 |
|
|
2022
Q1 | $3.84M | Sell |
46,027
-11,802
| -20% | -$997K | ﹤0.01% | 622 |
|
|
2021
Q4 | $4.95M | Sell |
57,829
-23
| -0% | -$1.97K | ﹤0.01% | 612 |
|
|
2021
Q3 | $4.98M | Sell |
57,852
-2,002
| -3% | -$173K | ﹤0.01% | 617 |
|
|
2021
Q2 | $5.16M | Buy |
59,854
+8,825
| +17% | +$761K | ﹤0.01% | 615 |
|
|
2021
Q1 | $4.4M | Buy |
51,029
+1,998
| +4% | +$172K | ﹤0.01% | 602 |
|
|
2020
Q4 | $4.24M | Buy |
49,031
+14,959
| +44% | +$1.29M | ﹤0.01% | 595 |
|
|
2020
Q3 | $2.95M | Sell |
34,072
-3,000
| -8% | -$260K | ﹤0.01% | 600 |
|
|
2020
Q2 | $3.21M | Buy |
37,072
+36,298
| +4,690% | +$3.14M | ﹤0.01% | 578 |
|
|
2020
Q1 | $67K | Sell |
774
-3
| -0.4% | -$256 | ﹤0.01% | 757 |
|
|
2019
Q4 | $66K | Hold |
777
| – | – | ﹤0.01% | 809 |
|
|
2019
Q3 | $66K | Hold |
777
| – | – | ﹤0.01% | 799 |
|
|
2019
Q2 | $1K | Sell |
777
-39
| -5% | -$3.28K | ﹤0.01% | 1084 |
|
|
2019
Q1 | $69K | Sell |
816
-59
| -7% | -$4.94K | ﹤0.01% | 806 |
|
|
2018
Q4 | $73K | Buy |
875
+349
| +66% | +$29K | ﹤0.01% | 821 |
|
|
2018
Q3 | $44K | Sell |
526
-363
| -41% | -$30.2K | ﹤0.01% | 920 |
|
|
2018
Q2 | $74K | Buy |
889
+141
| +19% | +$11.7K | ﹤0.01% | 803 |
|
|
2018
Q1 | $63K | Buy |
748
+277
| +59% | +$23.1K | ﹤0.01% | 820 |
|
|
2017
Q4 | $39K | Hold |
471
| – | – | ﹤0.01% | 888 |
|
|
2017
Q3 | $40K | Hold |
471
| – | – | ﹤0.01% | 887 |
|
|
2017
Q2 | $40K | Hold |
471
| – | – | ﹤0.01% | 890 |
|
|
2017
Q1 | $40K | Sell |
471
-3,302
| -88% | -$279K | ﹤0.01% | 900 |
|
|
2016
Q4 | $319K | Buy |
3,773
+3,313
| +720% | +$280K | ﹤0.01% | 757 |
|
|
2016
Q3 | $39K | Buy |
460
+1
| +0.2% | +$85 | ﹤0.01% | 882 |
|
|
2016
Q2 | $39K | Sell |
459
-1
| -0.2% | -$85 | ﹤0.01% | 885 |
|
|
2016
Q1 | $39K | Hold |
460
| – | – | ﹤0.01% | 891 |
|
|
2015
Q4 | $39K | Hold |
460
| – | – | ﹤0.01% | 937 |
|
|
2015
Q3 | $39K | Hold |
460
| – | – | ﹤0.01% | 983 |
|
|
2015
Q2 | $39K | Buy |
460
+8
| +2% | +$679 | ﹤0.01% | 976 |
|
|
2015
Q1 | $38K | Sell |
452
-6
| -1% | -$508 | ﹤0.01% | 996 |
|
|
2014
Q4 | $39K | Sell |
458
-9
| -2% | -$762 | ﹤0.01% | 998 |
|
|
2014
Q3 | $39K | Buy |
467
+86
| +23% | +$7.27K | ﹤0.01% | 993 |
|
|
2014
Q2 | $32K | Buy |
381
+5
| +1% | +$423 | ﹤0.01% | 1044 |
|
|
2014
Q1 | $32K | Hold |
376
| – | – | ﹤0.01% | 994 |
|
|
2013
Q4 | $32K | Sell |
376
-36
| -9% | -$3.04K | ﹤0.01% | 968 |
|
|
2013
Q3 | $35K | Buy |
412
+7
| +2% | +$590 | ﹤0.01% | 935 |
|
|
2013
Q2 | $35K | Buy |
+405
| New | +$34.2K | ﹤0.01% | 917 |
|
Other funds holding SHY
ClearBridge Investments's SHY Position: Q2 2026 in Review
ClearBridge Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.7% in Q2 2026, buying an estimated $58K and bringing the position to 8,787 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #646.
ClearBridge Investments first reported a position in SHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.29M in Q3 2022. 1,053 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- ClearBridge Investments held 8,787 shares of iShares 1-3 Year Treasury Bond ETF worth $722K as of Q2 2026.
- ClearBridge Investments bought 705 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $58K.
- iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #646 holding.
- ClearBridge Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
- ClearBridge Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $9.29M in Q3 2022.
- 1,053 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.