TA
SHY icon

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

Tactive Advisors’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
Q3 		$3.11M Buy
38,348
+18,645
+95% +$1.52M 0.75% 35
2026
Q2 		$1.62M Sell
19,703
-5,644
-22% -$464K 0.4% 58
2026
Q1 		$2.09M Buy
25,347
+7,202
+40% +$596K 0.59% 44
2025
Q4 		$1.5M Sell
18,145
-631
-3% -$52.3K 0.44% 56
2025
Q3 		$1.56M Buy
18,776
+6,164
+49% +$510K 0.44% 60
2025
Q2 		$1.05M Buy
+12,612
New +$1.04M 0.34% 76
2024
Q1 		$1.61M Buy
+19,740
New +$1.62M 0.86% 27

Other funds holding SHY

EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tactive Advisors's SHY Position: Q3 2026 in Review

Tactive Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 95% in Q3 2026, buying an estimated $1.52M and bringing the position to 38,348 shares worth $3.11M. The position accounts for 0.75% of the portfolio, ranked #35.

Tactive Advisors first reported a position in SHY in Q1 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Tactive Advisors held 38,348 shares of iShares 1-3 Year Treasury Bond ETF worth $3.11M as of Q3 2026.
  • Tactive Advisors bought 18,645 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.52M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.75% of Tactive Advisors's portfolio in Q3 2026, its #35 holding.
  • Tactive Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.