SSA Swiss Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SSA Swiss 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	$1.14M	Buy	13,897 +1,676	+14%	+$138K	0.43%	58
2026 Q1	$1.01M	Buy	12,221 +1,139	+10%	+$94.3K	0.47%	54
2025 Q4	$918K	Sell	11,082 -9,582	-46%	-$794K	0.43%	57
2025 Q3	$1.71M	Sell	20,664 -168	-0.8%	-$13.9K	0.8%	48
2025 Q2	$1.72M	Buy	20,832 +861	+4%	+$71.1K	0.83%	49
2025 Q1	$1.65M	Buy	+19,971	New	+$1.64M	0.85%	48

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

SSA Swiss Advisors's SHY Position: Q2 2026 in Review

SSA Swiss Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 13,897 shares worth $1.14M. The position accounts for 0.43% of the portfolio, ranked #58.

SSA Swiss Advisors first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SSA Swiss Advisors held 13,897 shares of iShares 1-3 Year Treasury Bond ETF worth $1.14M as of Q2 2026.
SSA Swiss Advisors bought 1,676 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $138K.
iShares 1-3 Year Treasury Bond ETF made up 0.43% of SSA Swiss Advisors's portfolio in Q2 2026, its #58 holding.
SSA Swiss Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.72M in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.