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Vega Investment Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vega Investment Solutions’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
2025
Q2 		$518K Hold
6,251
– – 0.12% 59
2025
Q1 		$517K Buy
+6,251
New +$514K 0.1% 77

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vega Investment Solutions's SHY Position: Q2 2025 in Review

Vega Investment Solutions held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2025 at 6,251 shares worth $518K. The position accounts for 0.12% of the portfolio, ranked #59.

Vega Investment Solutions first reported a position in SHY in Q1 2025 and has held it in 2 quarters since. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Vega Investment Solutions held 6,251 shares of iShares 1-3 Year Treasury Bond ETF worth $518K as of Q2 2025.
  • Vega Investment Solutions left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2025.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Vega Investment Solutions's portfolio in Q2 2025, its #59 holding.
  • Vega Investment Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Vega Investment Solutions's 13F filing for Q2 2025, filed 13 Aug 2025.