Global Endowment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Global Endowment Management’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	$3.3M	Hold	40,000	–	–	0.37%	29
2025 Q4	$3.31M	Hold	40,000	–	–	0.41%	30
2025 Q3	$3.32M	Hold	40,000	–	–	0.42%	31
2025 Q2	$3.31M	Hold	40,000	–	–	0.44%	28
2025 Q1	$3.31M	Sell	40,000 -71,250	-64%	-$5.86M	0.43%	29
2024 Q4	$9.12M	Hold	111,250	–	–	1.17%	15
2024 Q3	$9.25M	Hold	111,250	–	–	0.93%	22
2024 Q2	$9.08M	Hold	111,250	–	–	0.96%	19
2024 Q1	$9.1M	Hold	111,250	–	–	0.95%	18
2023 Q4	$9.13M	Hold	111,250	–	–	1.02%	18
2023 Q3	$9.01M	Buy	+111,250	New	+$9.01M	0.96%	18

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Endowment Management's SHY Position: Q1 2026 in Review

Global Endowment Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 40,000 shares worth $3.3M. The position accounts for 0.37% of the portfolio, ranked #29.

Global Endowment Management first reported a position in SHY in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.25M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Global Endowment Management held 40,000 shares of iShares 1-3 Year Treasury Bond ETF worth $3.3M as of Q1 2026.
Global Endowment Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.37% of Global Endowment Management's portfolio in Q1 2026, its #29 holding.
Global Endowment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Global Endowment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.25M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.