International Assets Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

International Assets Investment 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	$269K	Sell	3,280 -213	-6%	-$17.5K	0.02%	738
2026 Q1	$288K	Sell	3,493 -628	-15%	-$52K	0.02%	648
2025 Q4	$341K	Sell	4,121 -4,740	-53%	-$393K	0.02%	596
2025 Q3	$731K	Hold	8,861	–	–	0.06%	327
2025 Q2	$734K	Sell	8,861 -2,589	-23%	-$214K	0.06%	321
2025 Q1	$947K	Sell	11,450 -962	-8%	-$79.1K	0.08%	247
2024 Q4	$1.02M	Buy	+12,412	New	+$1.02M	0.09%	228
2024 Q3	–	Sell	-13,055	Closed	-$1.07M	–	2517
2024 Q2	$1.07M	Buy	13,055 +223	+2%	+$18.1K	0.1%	190
2024 Q1	$1.04M	Sell	12,832 -4,850	-27%	-$397K	0.11%	199
2023 Q4	$1.45M	Buy	+17,682	New	+$1.44M	0.18%	118
2023 Q3	–	Sell	-395,986	Closed	-$24.5M	–	710
2023 Q2	$24.5M	Buy	+395,986	New	+$32.4M	3.3%	3

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

International Assets Investment Management's SHY Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q2 2026, selling an estimated $17.5K and leaving 3,280 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #738.

International Assets Investment Management first reported a position in SHY in Q2 2023 and has held it in 11 quarters since. The position peaked at $24.5M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

International Assets Investment Management held 3,280 shares of iShares 1-3 Year Treasury Bond ETF worth $269K as of Q2 2026.
International Assets Investment Management sold 213 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #738 holding.
International Assets Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
International Assets Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $24.5M in Q2 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.