UBS AM’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

UBS AM’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	$34.6K	Hold	422	–	–	﹤0.01%	3013
2026 Q1	$34.8K	Buy	422 +374	+779%	+$31K	﹤0.01%	3033
2025 Q4	$3.98K	Buy	+48	New	+$3.98K	﹤0.01%	3022
2019 Q4	–	Sell	-12,243	Closed	-$1.04M	–	2785
2019 Q3	$1.04M	Sell	12,243 -212	-2%	-$18K	﹤0.01%	1931
2019 Q2	$1.06M	Buy	12,455 +1,390	+13%	+$117K	﹤0.01%	1858
2019 Q1	$931K	Sell	11,065 -82	-0.7%	-$6.87K	﹤0.01%	1854
2018 Q4	$932K	Sell	11,147 -2,129	-16%	-$177K	﹤0.01%	1786
2018 Q3	$1.1M	Sell	13,276 -363	-3%	-$30.2K	﹤0.01%	1773
2018 Q2	$1.14M	Buy	13,639 +105	+0.8%	+$8.74K	﹤0.01%	1769
2018 Q1	$1.13M	Buy	13,534 +2,510	+23%	+$210K	﹤0.01%	1736
2017 Q4	$924K	Sell	11,024 -9,236	-46%	-$777K	﹤0.01%	1781
2017 Q3	$1.71M	Buy	+20,260	New	+$1.71M	﹤0.01%	1468

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

UBS AM's SHY Position: Q2 2026 in Review

UBS AM held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 422 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

UBS AM first reported a position in SHY in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2017. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

UBS AM held 422 shares of iShares 1-3 Year Treasury Bond ETF worth $34.6K as of Q2 2026.
UBS AM left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3013 holding.
UBS AM first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 12 quarters since.
UBS AM's iShares 1-3 Year Treasury Bond ETF position peaked at $1.71M in Q3 2017.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.