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MMBG Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MMBG Investment 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 		$4.56M Buy
55,554
+11,605
+26% +$954K 0.36% 42
2026
Q1 		$3.63M Buy
43,949
+765
+2% +$63.3K 0.33% 49
2025
Q4 		$3.58M Buy
43,184
+11,380
+36% +$943K 0.3% 55
2025
Q3 		$2.64M Buy
31,804
+2,450
+8% +$203K 0.23% 55
2025
Q2 		$2.43M Buy
29,354
+2,100
+8% +$173K 0.24% 55
2025
Q1 		$2.25M Buy
27,254
+1,000
+4% +$82.2K 0.25% 58
2024
Q4 		$2.15M Buy
26,254
+4,370
+20% +$359K 0.23% 57
2024
Q3 		$1.82M Hold
21,884
– – 0.19% 69
2024
Q2 		$1.79M Hold
21,884
– – 0.19% 67
2024
Q1 		$1.78M Hold
21,884
– – 0.19% 72
2023
Q4 		$1.8M Sell
21,884
-6,474
-23% -$526K 0.21% 65
2023
Q3 		$2.3M Sell
28,358
-18,588
-40% -$1.51M 0.29% 58
2023
Q2 		$3.81M Sell
46,946
-6,030
-11% -$493K 0.46% 47
2023
Q1 		$4.35M Buy
52,976
+5,320
+11% +$434K 0.55% 44
2022
Q4 		$3.87M Sell
47,656
-365
-0.8% -$29.6K 0.51% 47
2022
Q3 		$3.9M Hold
48,021
– – 0.52% 46
2022
Q2 		$3.98M Buy
48,021
+6,480
+16% +$538K 0.49% 44
2022
Q1 		$3.46M Hold
41,541
– – 0.36% 55
2021
Q4 		$3.55M Buy
+41,541
New +$3.56M 0.34% 55

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

MMBG Investment Advisors's SHY Position: Q2 2026 in Review

MMBG Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, buying an estimated $954K and bringing the position to 55,554 shares worth $4.56M. The position accounts for 0.36% of the portfolio, ranked #42.

MMBG Investment Advisors first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. 929 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MMBG Investment Advisors held 55,554 shares of iShares 1-3 Year Treasury Bond ETF worth $4.56M as of Q2 2026.
  • MMBG Investment Advisors bought 11,605 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $954K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.36% of MMBG Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • MMBG Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 929 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.