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TBH Global Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TBH Global Asset Management’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
Q1 		– Sell
-9,055
Closed -$750K – 280
2025
Q4 		$750K Buy
+9,055
New +$751K 0.13% 131
2024
Q4 		– Sell
-3,316
Closed -$276K – 232
2024
Q3 		$276K Hold
3,316
– – 0.06% 218
2024
Q2 		$271K Sell
3,316
-8,000
-71% -$651K 0.06% 215
2024
Q1 		$925K Buy
11,316
+4,510
+66% +$369K 0.18% 88
2023
Q4 		$558K Sell
6,806
-4,019
-37% -$327K 0.11% 134
2023
Q3 		$877K Buy
10,825
+738
+7% +$59.8K 0.17% 97
2023
Q2 		$818K Sell
10,087
-82
-0.8% -$6.71K 0.16% 96
2023
Q1 		$835K Buy
10,169
+6,467
+175% +$527K 0.18% 94
2022
Q4 		$300K Buy
+3,702
New +$300K 0.07% 149
2021
Q1 		– Sell
-2,545
Closed -$220K – 194
2020
Q4 		$220K Sell
2,545
-112
-4% -$9.68K 0.07% 166
2020
Q3 		$230K Sell
2,657
-4,836
-65% -$418K 0.08% 155
2020
Q2 		$649K Buy
7,493
+287
+4% +$24.9K 0.26% 71
2020
Q1 		$625K Sell
7,206
-44,124
-86% -$3.77M 0.26% 61
2019
Q4 		$4.34M Buy
+51,330
New +$4.35M 1.3% 15

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

TBH Global Asset Management's SHY Position: Q1 2026 in Review

TBH Global Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 9,055 shares — an estimated $750K sold.

TBH Global Asset Management first reported a position in SHY in Q4 2019 and held it in 14 quarters. The position peaked at $4.34M in Q4 2019. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • TBH Global Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TBH Global Asset Management sold 9,055 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $750K.
  • TBH Global Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 14 quarters.
  • TBH Global Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.34M in Q4 2019.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.