Vontobel Holding
SHY icon

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

Vontobel Holding’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 		– Sell
-9,255
Closed -$766K – 1306
2025
Q1 		$766K Sell
9,255
-18,457
-67% -$1.52M ﹤0.01% 663
2024
Q4 		$2.27M Sell
27,712
-1,614
-6% -$133K 0.01% 426
2024
Q3 		$2.44M Hold
29,326
– – 0.01% 412
2024
Q2 		$2.39M Sell
29,326
-490
-2% -$39.9K 0.01% 393
2024
Q1 		$2.44M Hold
29,816
– – 0.02% 410
2023
Q4 		$2.45M Buy
29,816
+2,545
+9% +$207K 0.02% 401
2023
Q3 		$2.21M Buy
27,271
+7,642
+39% +$619K 0.02% 408
2023
Q2 		$1.59M Buy
19,629
+11,420
+139% +$934K 0.01% 492
2023
Q1 		$674K Buy
8,209
+767
+10% +$62.5K 0.01% 705
2022
Q4 		$604K Buy
7,442
+1,233
+20% +$100K 0.01% 698
2022
Q3 		$504K Sell
6,209
-16,967
-73% -$1.4M 0.01% 709
2022
Q2 		$1.92M Buy
23,176
+12,347
+114% +$1.02M 0.02% 401
2022
Q1 		$902K Buy
10,829
+1,579
+17% +$133K 0.01% 648
2021
Q4 		$791K Buy
9,250
+7,664
+483% +$657K 0.01% 692
2021
Q3 		$137K Buy
1,586
+668
+73% +$57.6K ﹤0.01% 1070
2021
Q2 		$79K Buy
+918
New +$79.2K ﹤0.01% 1098
2021
Q1 		– Sell
-1,735
Closed -$150K – 1079
2020
Q4 		$150K Buy
+1,735
New +$150K ﹤0.01% 918

Other funds holding SHY

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

Vontobel Holding's SHY Position: Q2 2025 in Review

Vontobel Holding sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 9,255 shares — an estimated $766K sold.

Vontobel Holding first reported a position in SHY in Q4 2020 and held it in 17 quarters. The position peaked at $2.45M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Vontobel Holding reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vontobel Holding sold 9,255 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $766K.
  • Vontobel Holding first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 17 quarters.
  • Vontobel Holding's iShares 1-3 Year Treasury Bond ETF position peaked at $2.45M in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Vontobel Holding's 13F filing for Q2 2025, filed 23 Jul 2025.