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

Mesirow Financial 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 		$27.6M Sell
335,614
-305,956
-48% -$25.2M 0.43% 57
2026
Q1 		$53M Buy
641,570
+463,459
+260% +$38.4M 0.86% 26
2025
Q4 		$14.8M Sell
178,111
-90,496
-34% -$7.5M 0.3% 76
2025
Q3 		$22.3M Buy
268,607
+5,562
+2% +$460K 0.4% 67
2025
Q2 		$21.8M Sell
263,045
-244,281
-48% -$20.2M 0.43% 67
2025
Q1 		$42M Buy
507,326
+261,599
+106% +$21.5M 0.81% 24
2024
Q4 		$20.1M Sell
245,727
-1,090
-0.4% -$89.6K 0.4% 64
2024
Q3 		$20.5M Sell
246,817
-5,973
-2% -$493K 0.4% 63
2024
Q2 		$20.7M Sell
252,790
-21,959
-8% -$1.79M 0.47% 53
2024
Q1 		$22.5M Sell
274,749
-8,876
-3% -$726K 0.51% 53
2023
Q4 		$23.3M Buy
+283,625
New +$23.1M 0.85% 26

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mesirow Financial Investment Management's SHY Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q2 2026, selling an estimated $25.2M and leaving 335,614 shares worth $27.6M. The position accounts for 0.43% of the portfolio, ranked #57.

Mesirow Financial Investment Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $53M in Q1 2026. 759 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Mesirow Financial Investment Management held 335,614 shares of iShares 1-3 Year Treasury Bond ETF worth $27.6M as of Q2 2026.
  • Mesirow Financial Investment Management sold 305,956 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.2M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.43% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #57 holding.
  • Mesirow Financial Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $53M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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