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 Q2	$868K	Hold	10,576	–	–	0.04%	210
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 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

Simon Quick Advisors's SHY Position: Q2 2026 in Review

Simon Quick Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 10,576 shares worth $868K. The position accounts for 0.04% of the portfolio, ranked #210.

Simon Quick Advisors first reported a position in SHY in Q2 2019 and has held it in 18 quarters since. The position peaked at $900K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Simon Quick Advisors held 10,576 shares of iShares 1-3 Year Treasury Bond ETF worth $868K as of Q2 2026.
Simon Quick Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #210 holding.
Simon Quick Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 18 quarters since.
Simon Quick Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $900K in Q4 2023.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.