Umpqua Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Umpqua Bank’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	$395K	Buy	4,809 +1,095	+29%	+$90K	0.09%	131
2026 Q1	$307K	Buy	3,714 +488	+15%	+$40.4K	0.09%	134
2025 Q4	$267K	Hold	3,226	–	–	0.07%	140
2025 Q3	$268K	Buy	+3,226	New	+$267K	0.07%	143

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

Umpqua Bank's SHY Position: Q2 2026 in Review

Umpqua Bank increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 29% in Q2 2026, buying an estimated $90K and bringing the position to 4,809 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #131.

Umpqua Bank first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 1,194 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Umpqua Bank held 4,809 shares of iShares 1-3 Year Treasury Bond ETF worth $395K as of Q2 2026.
Umpqua Bank bought 1,095 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $90K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Umpqua Bank's portfolio in Q2 2026, its #131 holding.
Umpqua Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,194 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.