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

UBS Group’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	–	Sell	-375,000	Closed	-$31.1M	–	11097
2025 Q4	$31.1M	Buy	375,000 +225,000	+150%	+$18.7M	0.01%	2140
2025 Q3	$12.4M	Buy	+150,000	New	+$12.4M	﹤0.01%	3056
2022 Q1	–	Sell	-250,000	Closed	-$21.4M	–	10828
2021 Q4	$21.4M	Buy	+250,000	New	+$21.4M	0.01%	1528
2019 Q3	–	Sell	-3,500,000	Closed	-$297M	–	8227
2019 Q2	$297M	Buy	+3,500,000	New	+$295M	0.11%	177
2018 Q4	–	Sell	-1,000,000	Closed	-$83.1M	–	8261
2018 Q3	$83.1M	Buy	1,000,000 +500,000	+100%	+$41.6M	0.03%	469
2018 Q2	$41.7M	Buy	+500,000	New	+$41.6M	0.02%	741
2015 Q1	–	Sell	-7,100	Closed	-$600K	–	9316
2014 Q4	$600K	Buy	+7,100	New	+$601K	﹤0.01%	4029

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's SHY Position: Q1 2026 in Review

UBS Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2% in Q1 2026, selling an estimated $7.99M and leaving 4,824,310 shares worth $398M. The position accounts for 0.06% of the portfolio, ranked #328.

UBS Group first reported a position in SHY in Q4 2014 and has held it in 46 quarters since. The position peaked at $656M in Q4 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

UBS Group held 4,824,310 shares of iShares 1-3 Year Treasury Bond ETF worth $398M as of Q1 2026.
UBS Group sold 96,499 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.99M.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of UBS Group's portfolio in Q1 2026, its #328 holding.
UBS Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares 1-3 Year Treasury Bond ETF position peaked at $656M in Q4 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.