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	–	11098
2025 Q4	$31.1M	Buy	375,000 +225,000	+150%	+$18.7M	0.01%	2141
2025 Q3	$12.4M	Buy	+150,000	New	+$12.4M	﹤0.01%	3057
2022 Q1	–	Sell	-250,000	Closed	-$21.4M	–	10829
2021 Q4	$21.4M	Buy	+250,000	New	+$21.4M	0.01%	1529
2020 Q2	–	Sell	-1,000,000	Closed	-$86.7M	–	8312
2020 Q1	$86.7M	Sell	1,000,000 -5,050,000	-83%	-$431M	0.04%	389
2019 Q4	$512M	Buy	6,050,000 +1,450,000	+32%	+$123M	0.18%	135
2019 Q3	$390M	Buy	+4,600,000	New	+$390M	0.15%	150
2019 Q1	–	Sell	-2,500,000	Closed	-$209M	–	8113
2018 Q4	$209M	Buy	2,500,000 +300,000	+14%	+$24.9M	0.09%	216
2018 Q3	$183M	Sell	2,200,000 -800,000	-27%	-$66.5M	0.07%	252
2018 Q2	$250M	Sell	3,000,000 -7,000,000	-70%	-$583M	0.11%	199
2018 Q1	$836M	Buy	+10,000,000	New	+$836M	0.36%	51

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 Group's SHY Position: Q2 2026 in Review

UBS Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.4% in Q2 2026, selling an estimated $9.35M and leaving 4,710,588 shares worth $387M. The position accounts for 0.05% of the portfolio, ranked #386.

UBS Group first reported a position in SHY in Q4 2014 and has held it in 47 quarters since. The position peaked at $656M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

UBS Group held 4,710,588 shares of iShares 1-3 Year Treasury Bond ETF worth $387M as of Q2 2026.
UBS Group sold 113,722 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.35M.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of UBS Group's portfolio in Q2 2026, its #386 holding.
UBS Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares 1-3 Year Treasury Bond ETF position peaked at $656M in Q4 2022.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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