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Scharf Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Scharf Investments’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 		$502K Buy
6,108
+27
+0.4% +$2.22K 0.02% 66
2026
Q1 		$502K Buy
6,081
+18
+0.3% +$1.49K 0.02% 67
2025
Q4 		$502K Buy
6,063
+640
+12% +$53.1K 0.01% 66
2025
Q3 		$450K Buy
+5,423
New +$449K 0.01% 64

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

Scharf Investments's SHY Position: Q2 2026 in Review

Scharf Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.44% in Q2 2026, buying an estimated $2.22K and bringing the position to 6,108 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #66.

Scharf Investments first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Scharf Investments held 6,108 shares of iShares 1-3 Year Treasury Bond ETF worth $502K as of Q2 2026.
  • Scharf Investments bought 27 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.22K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Scharf Investments's portfolio in Q2 2026, its #66 holding.
  • Scharf Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Scharf Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $502K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.