Simplex Trading
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Simplex Trading’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Simplex Trading’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
Q3 		$505K Buy
+6,214
New +$508K ﹤0.01% 3560
2025
Q2 		– Sell
-8,405
Closed -$695K – 9634
2025
Q1 		$695K Sell
8,405
-2,628
-24% -$216K ﹤0.01% 3047
2024
Q4 		$904K Buy
+11,033
New +$907K ﹤0.01% 2939
2024
Q3 		– Sell
-10,864
Closed -$887K – 9476
2024
Q2 		$887K Buy
10,864
+8,235
+313% +$670K ﹤0.01% 3043
2024
Q1 		$214K Buy
+2,629
New +$215K ﹤0.01% 4777
2023
Q3 		– Sell
-18,140
Closed -$1.47M – 9710
2023
Q2 		$1.47M Sell
18,140
-12,344
-40% -$1.01M ﹤0.01% 2229
2023
Q1 		$2.5M Buy
+30,484
New +$2.48M ﹤0.01% 1767
2022
Q2 		– Sell
-45,400
Closed -$3.78M – 10977
2022
Q1 		$3.78M Buy
+45,400
New +$3.84M ﹤0.01% 1488
2021
Q2 		– Sell
-100
Closed – – 10641
2021
Q1 		$0 Sell
100
-500
-83% -$43.2K ﹤0.01% 9902
2020
Q4 		$51K Buy
600
+500
+500% +$43.2K ﹤0.01% 6159
2020
Q3 		$8K Hold
100
– – ﹤0.01% 6908
2020
Q2 		$8K Sell
100
-1,100
-92% -$95.3K ﹤0.01% 6769
2020
Q1 		$104K Sell
1,200
-51,023
-98% -$4.36M ﹤0.01% 4335
2019
Q4 		$4.42M Buy
52,223
+51,525
+7,382% +$4.37M 0.01% 880
2019
Q3 		$59K Buy
+698
New +$59.2K ﹤0.01% 4858
2018
Q3 		– Sell
-528
Closed -$44K – 7985
2018
Q2 		$44K Buy
+528
New +$44K ﹤0.01% 5186
2017
Q4 		– Sell
-423
Closed -$35K – 6608
2017
Q3 		$35K Buy
+423
New +$35.8K ﹤0.01% 2629

Other funds holding SHY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Simplex Trading's SHY Position: Q3 2026 in Review

Simplex Trading opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 6,214 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #3560 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SHY as recently as Q1 2025.

Simplex Trading first reported a position in SHY in Q3 2017 and has held it in 17 quarters since. The position peaked at $4.42M in Q4 2019. 1,036 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Simplex Trading held 6,214 shares of iShares 1-3 Year Treasury Bond ETF worth $505K as of Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Simplex Trading position in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3560 holding.
  • Simplex Trading first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 17 quarters since.
  • Simplex Trading's iShares 1-3 Year Treasury Bond ETF position peaked at $4.42M in Q4 2019.
  • 1,036 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.