TD Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TD Capital 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	$10K	Buy	122 +1	+0.8%	+$82	﹤0.01%	454
2026 Q1	$9.99K	Buy	121 +1	+0.8%	+$83	﹤0.01%	472
2025 Q4	$9.97K	Sell	120 -82	-41%	-$6.8K	﹤0.01%	448
2025 Q3	$16.8K	Sell	202 -83	-29%	-$6.87K	﹤0.01%	353
2025 Q2	$23.6K	Buy	285 +3	+1%	+$248	﹤0.01%	294
2025 Q1	$23.3K	Buy	282 +2	+0.7%	+$164	﹤0.01%	243
2024 Q4	$23K	Buy	280 +3	+1%	+$247	﹤0.01%	232
2024 Q3	$23K	Buy	277 +3	+1%	+$248	﹤0.01%	243
2024 Q2	$22.4K	Buy	274 +3	+1%	+$244	﹤0.01%	235
2024 Q1	$22.2K	Buy	271 +1	+0.4%	+$82	﹤0.01%	235
2023 Q4	$22.1K	Buy	270 +4	+2%	+$325	﹤0.01%	241
2023 Q3	$21.6K	Buy	266 +2	+0.8%	+$162	﹤0.01%	231
2023 Q2	$21.4K	Buy	264 +1	+0.4%	+$82	﹤0.01%	237
2023 Q1	$21.6K	Buy	263 +1	+0.4%	+$82	﹤0.01%	229
2022 Q4	$21.2K	Buy	+262	New	+$21.3K	﹤0.01%	211
2014 Q2	–	Sell	-624	Closed	-$53K	–	167
2014 Q1	$53K	Buy	+624	New	+$52.7K	0.01%	81

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

TD Capital Management's SHY Position: Q2 2026 in Review

TD Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.83% in Q2 2026, buying an estimated $82 and bringing the position to 122 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

TD Capital Management first reported a position in SHY in Q1 2014 and has held it in 16 quarters since. The position peaked at $53K in Q1 2014. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

TD Capital Management held 122 shares of iShares 1-3 Year Treasury Bond ETF worth $10K as of Q2 2026.
TD Capital Management bought 1 iShares 1-3 Year Treasury Bond ETF share in Q2 2026, an estimated $82.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #454 holding.
TD Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and has held it in 16 quarters since.
TD Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $53K in Q1 2014.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.