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TCTC Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TCTC Holdings’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
2025
Q3 		– Sell
-609
Closed -$50.5K – 641
2025
Q2 		$50.5K Buy
609
+39
+7% +$3.22K ﹤0.01% 347
2025
Q1 		$47.2K Hold
570
– – ﹤0.01% 344
2024
Q4 		$46.7K Hold
570
– – ﹤0.01% 335
2024
Q3 		$47.4K Sell
570
-830
-59% -$68.5K ﹤0.01% 325
2024
Q2 		$114K Hold
1,400
– – ﹤0.01% 247
2024
Q1 		$114K Buy
+1,400
New +$115K ﹤0.01% 240

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCTC Holdings's SHY Position: Q3 2025 in Review

TCTC Holdings sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 609 shares — an estimated $50.5K sold.

TCTC Holdings first reported a position in SHY in Q1 2024 and held it in 6 quarters. The position peaked at $114K in Q1 2024. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • TCTC Holdings reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TCTC Holdings sold 609 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $50.5K.
  • TCTC Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 6 quarters.
  • TCTC Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $114K in Q1 2024.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on TCTC Holdings's 13F filing for Q3 2025, filed 7 Nov 2025.