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 Q2	$301K	Buy	+3,661	New	+$301K	0.06%	237
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 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

TBH Global Asset Management's SHY Position: Q2 2026 in Review

TBH Global Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,661 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings. This is a return to the name: TBH Global Asset Management previously reported a position in SHY as recently as Q4 2025.

TBH Global Asset Management first reported a position in SHY in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.34M in Q4 2019. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

TBH Global Asset Management held 3,661 shares of iShares 1-3 Year Treasury Bond ETF worth $301K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new TBH Global Asset Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of TBH Global Asset Management's portfolio in Q2 2026, its #237 holding.
TBH Global Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
TBH Global Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.34M in Q4 2019.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.