J. Safra Sarasin Holding’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

J. Safra Sarasin Holding’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	$2.05M	Hold	25,000	–	–	0.03%	256
2026 Q1	$2.06M	Hold	25,000	–	–	0.04%	197
2025 Q4	$2.07M	Hold	25,000	–	–	0.03%	199
2025 Q3	$2.07M	Hold	25,000	–	–	0.03%	209
2025 Q2	$2.07M	Sell	25,000 -4,587	-16%	-$379K	0.04%	213
2025 Q1	$2.45M	Buy	29,587 +499	+2%	+$41K	0.04%	193
2024 Q4	$2.38M	Buy	29,088 +4,088	+16%	+$336K	0.04%	210
2024 Q3	$2.08M	Hold	25,000	–	–	0.04%	207
2024 Q2	$2.04M	Buy	+25,000	New	+$2.03M	0.04%	222

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

J. Safra Sarasin Holding's SHY Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 25,000 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #256.

J. Safra Sarasin Holding first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

J. Safra Sarasin Holding held 25,000 shares of iShares 1-3 Year Treasury Bond ETF worth $2.05M as of Q2 2026.
J. Safra Sarasin Holding left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #256 holding.
J. Safra Sarasin Holding first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's iShares 1-3 Year Treasury Bond ETF position peaked at $2.45M in Q1 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.