EAMA
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EFG Asset Management (Americas)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

EFG Asset Management (Americas)’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
2025
Q3 		$1.78M Sell
21,428
-646
-3% -$53.4K 0.31% 99
2025
Q2 		$1.83M Sell
22,074
-3,684
-14% -$304K 0.34% 86
2025
Q1 		$2.13M Sell
25,758
-1,958
-7% -$161K 0.43% 72
2024
Q4 		$2.27M Buy
27,716
+489
+2% +$40.2K 0.44% 74
2024
Q3 		$2.26M Buy
27,227
+270
+1% +$22.3K 0.44% 67
2024
Q2 		$2.2M Buy
26,957
+6,214
+30% +$506K 0.43% 67
2024
Q1 		$1.7M Sell
20,743
-3,005
-13% -$246K 0.52% 56
2023
Q4 		$1.95M Buy
23,748
+287
+1% +$23.3K 0.42% 75
2023
Q3 		$1.9M Buy
23,461
+430
+2% +$34.8K 0.46% 66
2023
Q2 		$1.87M Buy
23,031
+1,538
+7% +$126K 0.43% 72
2023
Q1 		$1.77M Sell
21,493
-2,157
-9% -$176K 0.42% 75
2022
Q4 		$1.92M Sell
23,650
-1,391
-6% -$113K 0.48% 65
2022
Q3 		$2.03M Buy
25,041
+14,519
+138% +$1.19M 0.51% 56
2022
Q2 		$871K Buy
10,522
+724
+7% +$60.1K 0.21% 97
2022
Q1 		$817K Buy
+9,798
New +$828K 0.15% 98
2016
Q4 		– Sell
-897
Closed -$76K – 124
2016
Q3 		$76K Buy
+897
New +$76.3K 0.03% 107
2015
Q3 		– Sell
-3,279
Closed -$278K – 99
2015
Q2 		$278K Buy
3,279
+1,837
+127% +$156K 0.17% 84
2015
Q1 		$122K Sell
1,442
-1,981
-58% -$168K 0.1% 87
2014
Q4 		$289K Buy
3,423
+2,636
+335% +$223K 0.18% 76
2014
Q3 		$67K Buy
787
+239
+44% +$20.2K 0.07% 68
2014
Q2 		$46K Sell
548
-19
-3% -$1.61K 0.04% 78
2014
Q1 		$48K Buy
567
+18
+3% +$1.52K 0.04% 81
2013
Q4 		$46.3K Buy
+549
New +$46.4K 0.04% 70

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFG Asset Management (Americas)'s SHY Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q3 2025, selling an estimated $53.4K and leaving 21,428 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #99.

EFG Asset Management (Americas) first reported a position in SHY in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.27M in Q4 2024. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • EFG Asset Management (Americas) held 21,428 shares of iShares 1-3 Year Treasury Bond ETF worth $1.78M as of Q3 2025.
  • EFG Asset Management (Americas) sold 646 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $53.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.31% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #99 holding.
  • EFG Asset Management (Americas) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 23 quarters since.
  • EFG Asset Management (Americas)'s iShares 1-3 Year Treasury Bond ETF position peaked at $2.27M in Q4 2024.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.