SQA
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Simon Quick Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Simon Quick 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
Q1 		$873K Sell
10,576
-3
-0% -$248 0.04% 193
2025
Q4 		$876K Buy
10,579
+61
+0.6% +$5.06K 0.04% 200
2025
Q3 		$873K Buy
10,518
+37
+0.4% +$3.06K 0.04% 204
2025
Q2 		$868K Buy
10,481
+42
+0.4% +$3.47K 0.04% 200
2025
Q1 		$864K Buy
10,439
+84
+0.8% +$6.91K 0.05% 185
2024
Q4 		$849K Buy
10,355
+42
+0.4% +$3.45K 0.05% 175
2024
Q3 		$858K Buy
10,313
+513
+5% +$42.3K 0.05% 173
2024
Q2 		$800K Hold
9,800
– – 0.06% 158
2024
Q1 		$801K Sell
9,800
-1,173
-11% -$96K 0.06% 144
2023
Q4 		$900K Buy
10,973
+604
+6% +$49.1K 0.08% 119
2023
Q3 		$840K Buy
10,369
+4
+0% +$324 0.08% 122
2023
Q2 		$840K Sell
10,365
-218
-2% -$17.8K 0.08% 114
2023
Q1 		$870K Buy
+10,583
New +$863K 0.09% 101
2021
Q2 		– Sell
-369
Closed -$31K – 476
2021
Q1 		$31K Hold
369
– – 0.01% 318
2020
Q4 		$32K Buy
+369
New +$31.9K 0.01% 292
2020
Q2 		– Sell
-47
Closed -$4K – 498
2020
Q1 		$4K Buy
+47
New +$4.01K ﹤0.01% 369
2019
Q3 		– Sell
-74
Closed -$6.27K – 499
2019
Q2 		$6.27K Buy
+74
New +$6.23K ﹤0.01% 265

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simon Quick Advisors's SHY Position: Q1 2026 in Review

Simon Quick Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.03% in Q1 2026, selling an estimated $248 and leaving 10,576 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #193.

Simon Quick Advisors first reported a position in SHY in Q2 2019 and has held it in 17 quarters since. The position peaked at $900K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Simon Quick Advisors held 10,576 shares of iShares 1-3 Year Treasury Bond ETF worth $873K as of Q1 2026.
  • Simon Quick Advisors sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $248.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Simon Quick Advisors's portfolio in Q1 2026, its #193 holding.
  • Simon Quick Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Simon Quick Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $900K in Q4 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.