Schroder Investment Management Group
SHY icon

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

Schroder Investment Management Group’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 		$9.97M Buy
121,281
+66,460
+121% +$5.46M 0.01% 671
2026
Q1 		$4.52M Hold
54,821
– – ﹤0.01% 794
2025
Q4 		$4.54M Hold
54,821
– – ﹤0.01% 763
2025
Q3 		$4.55M Hold
54,821
– – ﹤0.01% 786
2025
Q2 		$4.54M Sell
54,821
-4,056
-7% -$335K ﹤0.01% 782
2025
Q1 		$4.87M Buy
58,877
+5,907
+11% +$486K ﹤0.01% 761
2024
Q4 		$4.34M Buy
52,970
+7,717
+17% +$634K ﹤0.01% 788
2024
Q3 		$3.77M Sell
45,253
-54,537
-55% -$4.5M ﹤0.01% 842
2024
Q2 		$8.15M Sell
99,790
-20,138
-17% -$1.64M 0.01% 674
2024
Q1 		$9.81M Hold
119,928
– – 0.01% 659
2023
Q4 		$9.84M Sell
119,928
-124,780
-51% -$10.1M 0.01% 635
2023
Q3 		$19.8M Buy
244,708
+120,480
+97% +$9.76M 0.03% 461
2023
Q2 		$10.1M Buy
124,228
+80,640
+185% +$6.59M 0.01% 630
2023
Q1 		$3.58M Sell
43,588
-302,859
-87% -$24.7M 0.01% 847
2022
Q4 		$28.1M Sell
346,447
-360,193
-51% -$29.2M 0.04% 381
2022
Q3 		$57.4M Sell
706,640
-338,105
-32% -$27.8M 0.1% 218
2022
Q2 		$86.3M Buy
1,044,745
+982,779
+1,586% +$81.5M 0.13% 158
2022
Q1 		$5.17M Buy
+61,966
New +$5.24M 0.01% 831
2021
Q3 		– Sell
-43,757
Closed -$3.77M – 1554
2021
Q2 		$3.77M Buy
+43,757
New +$3.77M ﹤0.01% 884

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

Schroder Investment Management Group's SHY Position: Q2 2026 in Review

Schroder Investment Management Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 121% in Q2 2026, buying an estimated $5.46M and bringing the position to 121,281 shares worth $9.97M. The position accounts for 0.01% of the portfolio, ranked #671.

Schroder Investment Management Group first reported a position in SHY in Q2 2021 and has held it in 19 quarters since. The position peaked at $86.3M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Schroder Investment Management Group held 121,281 shares of iShares 1-3 Year Treasury Bond ETF worth $9.97M as of Q2 2026.
  • Schroder Investment Management Group bought 66,460 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.46M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #671 holding.
  • Schroder Investment Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Schroder Investment Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $86.3M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.