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 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

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

Tactive Advisors's SHY Position: Q2 2026 in Review

Tactive Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q2 2026, selling an estimated $464K and leaving 19,703 shares worth $1.62M. The position accounts for 0.4% of the portfolio, ranked #58.

Tactive Advisors first reported a position in SHY in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tactive Advisors held 19,703 shares of iShares 1-3 Year Treasury Bond ETF worth $1.62M as of Q2 2026.
Tactive Advisors sold 5,644 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $464K.
iShares 1-3 Year Treasury Bond ETF made up 0.4% of Tactive Advisors's portfolio in Q2 2026, its #58 holding.
Tactive Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 6 quarters since.
Tactive Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.09M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.