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

TCP 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	$407K	Sell	4,952 -900	-15%	-$74K	0.05%	93
2026 Q1	$483K	Buy	5,852 +2	+0%	+$166	0.06%	72
2025 Q4	$484K	Buy	5,850 +911	+18%	+$75.5K	0.08%	53
2025 Q3	$410K	Buy	4,939 +5	+0.1%	+$414	0.07%	61
2025 Q2	$409K	Buy	4,934 +4	+0.1%	+$330	0.08%	54
2025 Q1	$408K	Sell	4,930 -517	-9%	-$42.5K	0.09%	51
2024 Q4	$447K	Buy	5,447 +6	+0.1%	+$493	0.1%	53
2024 Q3	$452K	Sell	5,441 -9,694	-64%	-$800K	0.1%	51
2024 Q2	$1.24M	Sell	15,135 -5,616	-27%	-$457K	0.31%	30
2024 Q1	$1.7M	Sell	20,751 -60	-0.3%	-$4.91K	0.45%	29
2023 Q4	$1.71M	Sell	20,811 -18,905	-48%	-$1.54M	0.63%	28
2023 Q3	$3.22M	Sell	39,716 -108	-0.3%	-$8.75K	1.38%	24
2023 Q2	$3.23M	Sell	39,824 -659	-2%	-$53.9K	1.37%	24
2023 Q1	$3.33M	Sell	40,483 -7,509	-16%	-$612K	1.83%	18
2022 Q4	$3.9M	Buy	+47,992	New	+$3.89M	3.04%	10

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TCP Asset Management's SHY Position: Q2 2026 in Review

TCP Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, selling an estimated $74K and leaving 4,952 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #93.

TCP Asset Management first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.9M in Q4 2022. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

TCP Asset Management held 4,952 shares of iShares 1-3 Year Treasury Bond ETF worth $407K as of Q2 2026.
TCP Asset Management sold 900 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $74K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of TCP Asset Management's portfolio in Q2 2026, its #93 holding.
TCP Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.9M in Q4 2022.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.