Santa Clara Valley Transportation Authority’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Santa Clara Valley Transportation Authority’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	$27.5M	Buy	334,415 +4,878	+1%	+$401K	21.26%	2
2026 Q1	$27.2M	Hold	329,537	–	–	22.63%	2
2025 Q4	$27.3M	Hold	329,537	–	–	22.94%	2
2025 Q3	$27.3M	Buy	329,537 +54,308	+20%	+$4.49M	22.92%	2
2025 Q2	$22.8M	Hold	275,229	–	–	21.63%	3
2025 Q1	$22.8M	Hold	275,229	–	–	22.52%	2
2024 Q4	$22.6M	Hold	275,229	–	–	22.71%	3
2024 Q3	$22.9M	Buy	+275,229	New	+$22.7M	21.92%	4

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

Santa Clara Valley Transportation Authority's SHY Position: Q2 2026 in Review

Santa Clara Valley Transportation Authority increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, buying an estimated $401K and bringing the position to 334,415 shares worth $27.5M. The position accounts for 21.26% of the portfolio, ranked #2.

Santa Clara Valley Transportation Authority first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Santa Clara Valley Transportation Authority held 334,415 shares of iShares 1-3 Year Treasury Bond ETF worth $27.5M as of Q2 2026.
Santa Clara Valley Transportation Authority bought 4,878 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $401K.
iShares 1-3 Year Treasury Bond ETF made up 21.26% of Santa Clara Valley Transportation Authority's portfolio in Q2 2026, its #2 holding.
Santa Clara Valley Transportation Authority first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Santa Clara Valley Transportation Authority's 13F filing for Q2 2026, filed 12 Aug 2026.