Mercer Global Advisors
SHY icon

Mercer Global Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mercer Global Advisors’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 		$8.6M Sell
104,738
-56,760
-35% -$4.67M 0.01% 626
2026
Q1 		$13.3M Sell
161,498
-22,964
-12% -$1.9M 0.02% 424
2025
Q4 		$15.3M Sell
184,462
-43,239
-19% -$3.58M 0.02% 387
2025
Q3 		$18.9M Sell
227,701
-35,195
-13% -$2.91M 0.03% 326
2025
Q2 		$21.8M Sell
262,896
-77,007
-23% -$6.36M 0.04% 231
2025
Q1 		$28.1M Buy
339,903
+61,630
+22% +$5.07M 0.06% 171
2024
Q4 		$22.8M Sell
278,273
-5,935,830
-96% -$488M 0.06% 190
2024
Q3 		$515M Buy
6,214,103
+5,956,933
+2,316% +$491M 1.21% 22
2024
Q2 		$13.4M Buy
257,170
+94,534
+58% +$7.69M 0.04% 246
2024
Q1 		$13.3M Sell
162,636
-9,423
-5% -$771K 0.04% 255
2023
Q4 		$14.1M Sell
172,059
-42,845
-20% -$3.48M 0.04% 244
2023
Q3 		$17.4M Sell
214,904
-1,109
-0.5% -$89.8K 0.07% 182
2023
Q2 		$17.5M Sell
216,013
-418,054
-66% -$34.2M 0.07% 191
2023
Q1 		$52.1M Sell
634,067
-323,688
-34% -$26.4M 0.24% 68
2022
Q4 		$77.7M Buy
957,755
+252,282
+36% +$20.5M 0.39% 44
2022
Q3 		$57.3M Buy
705,473
+116,957
+20% +$9.63M 0.34% 51
2022
Q2 		$48.7M Buy
588,516
+455,832
+344% +$37.8M 0.3% 57
2022
Q1 		$11.1M Sell
132,684
-9,758
-7% -$825K 0.07% 210
2021
Q4 		$12.2M Buy
142,442
+118,736
+501% +$10.2M 0.08% 194
2021
Q3 		$2.04M Sell
23,706
-7,348
-24% -$633K 0.01% 603
2021
Q2 		$2.68M Sell
31,054
-39,637
-56% -$3.42M 0.02% 478
2021
Q1 		$6.1M Buy
70,691
+43,773
+163% +$3.78M 0.06% 264
2020
Q4 		$2.33M Sell
26,918
-15,595
-37% -$1.35M 0.03% 392
2020
Q3 		$3.68M Buy
42,513
+546
+1% +$47.2K 0.06% 248
2020
Q2 		$3.63M Sell
41,967
-33,915
-45% -$2.94M 0.07% 211
2020
Q1 		$6.58M Buy
75,882
+21,624
+40% +$1.85M 0.14% 124
2019
Q4 		$4.59M Buy
54,258
+46,678
+616% +$3.95M 0.09% 186
2019
Q3 		$642K Buy
7,580
+3,979
+110% +$337K 0.02% 612
2019
Q2 		$305K Buy
+3,601
New +$303K 0.01% 873

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

Mercer Global Advisors's SHY Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q2 2026, selling an estimated $4.67M and leaving 104,738 shares worth $8.6M. The position accounts for 0.01% of the portfolio, ranked #626.

Mercer Global Advisors first reported a position in SHY in Q2 2019 and has held it in 29 quarters since. The position peaked at $515M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Mercer Global Advisors held 104,738 shares of iShares 1-3 Year Treasury Bond ETF worth $8.6M as of Q2 2026.
  • Mercer Global Advisors sold 56,760 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.67M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #626 holding.
  • Mercer Global Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $515M in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.