Union Bancaire Privee’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Union Bancaire Privee’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	$1.85M	Hold	22,558	–	–	0.02%	255
2026 Q1	$1.86M	Hold	22,558	–	–	0.03%	238
2025 Q4	$1.87M	Hold	22,558	–	–	0.02%	236
2025 Q3	$1.87M	Hold	22,558	–	–	0.03%	206
2025 Q2	$1.87M	Hold	22,558	–	–	0.03%	203
2025 Q1	$1.86M	Hold	22,558	–	–	0.04%	185
2024 Q4	$1.85M	Buy	+22,558	New	+$1.85M	0.03%	217

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Union Bancaire Privee's SHY Position: Q2 2026 in Review

Union Bancaire Privee held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 22,558 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #255.

Union Bancaire Privee first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q3 2025. 548 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Union Bancaire Privee held 22,558 shares of iShares 1-3 Year Treasury Bond ETF worth $1.85M as of Q2 2026.
Union Bancaire Privee left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #255 holding.
Union Bancaire Privee first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares 1-3 Year Treasury Bond ETF position peaked at $1.87M in Q3 2025.
548 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.