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 Q2	$315K	Sell	3,842 -36,158	-90%	-$2.97M	0.03%	72
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 $1.89T 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

Global Endowment Management's SHY Position: Q2 2026 in Review

Global Endowment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 90% in Q2 2026, selling an estimated $2.97M and leaving 3,842 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #72.

Global Endowment Management first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.25M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Global Endowment Management held 3,842 shares of iShares 1-3 Year Treasury Bond ETF worth $315K as of Q2 2026.
Global Endowment Management sold 36,158 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.97M.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Global Endowment Management's portfolio in Q2 2026, its #72 holding.
Global Endowment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Global Endowment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.25M in Q3 2024.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.