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Lugano Financial Advisors SA (LFA)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$2.07M Buy
25,214
+68
+0.3% +$5.59K 1.25% 21
2026
Q1 		$2.06M Buy
25,146
+598
+2% +$49.5K 1.05% 25
2025
Q4 		$2.03M Buy
24,548
+159
+0.7% +$13.2K 1.05% 26
2025
Q3 		$2.02M Buy
24,389
+1,023
+4% +$84.6K 1.06% 26
2025
Q2 		$1.92M Sell
23,366
-1,405
-6% -$116K 1.14% 23
2025
Q1 		$2.05M Sell
24,771
-388
-2% -$31.9K 1.39% 24
2024
Q4 		$2.06M Sell
25,159
-3,662
-13% -$301K 1.35% 27
2024
Q3 		$2.4M Buy
28,821
+1,881
+7% +$155K 1.63% 21
2024
Q2 		$2.2M Sell
26,940
-2,934
-10% -$239K 1.68% 21
2024
Q1 		$2.44M Sell
29,874
-172
-0.6% -$14.1K 1.78% 20
2023
Q4 		$2.46M Sell
30,046
-13,605
-31% -$1.11M 1.94% 19
2023
Q3 		$3.53M Sell
43,651
-1,508
-3% -$122K 3.03% 12
2023
Q2 		$3.66M Buy
45,159
+975
+2% +$79.7K 2.44% 12
2023
Q1 		$3.63M Buy
44,184
+2,861
+7% +$233K 2.75% 13
2022
Q4 		$3.35M Buy
41,323
+1,410
+4% +$114K 2.49% 14
2022
Q3 		$3.24M Sell
39,913
-6,684
-14% -$550K 2.54% 14
2022
Q2 		$3.86M Buy
46,597
+3,667
+9% +$304K 2.7% 12
2022
Q1 		$3.58M Sell
42,930
-6,124
-12% -$518K 2.39% 15
2021
Q4 		$4.2M Buy
49,054
+48,350
+6,868% +$4.15M 2.42% 14
2021
Q3 		$61K Buy
+704
New +$60.7K 0.04% 81

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SHY Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.27% in Q2 2026, buying an estimated $5.59K and bringing the position to 25,214 shares worth $2.07M. The position accounts for 1.25% of the portfolio, ranked #21.

Lugano Financial Advisors SA (LFA) first reported a position in SHY in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.2M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 25,214 shares of iShares 1-3 Year Treasury Bond ETF worth $2.07M as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) bought 68 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.59K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.25% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #21 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares 1-3 Year Treasury Bond ETF position peaked at $4.2M in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.