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TD Private Client Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TD Private Client Wealth’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 		$68.6M Sell
831,189
-77,281
-9% -$6.4M 1.42% 13
2025
Q4 		$75.2M Sell
908,470
-21,639
-2% -$1.79M 1.6% 12
2025
Q3 		$77.2M Buy
930,109
+32,876
+4% +$2.72M 1.74% 12
2025
Q2 		$74.3M Sell
897,233
-21,465
-2% -$1.77M 1.83% 12
2025
Q1 		$76M Sell
918,698
-47,041
-5% -$3.87M 2.09% 8
2024
Q4 		$79.2M Buy
965,739
+26,162
+3% +$2.15M 2.21% 7
2024
Q3 		$78.1M Sell
939,577
-169,625
-15% -$14M 2.25% 7
2024
Q2 		$90.6M Buy
1,109,202
+30,196
+3% +$2.46M 2.85% 6
2024
Q1 		$88.2M Buy
1,079,006
+48,955
+5% +$4.01M 2.9% 6
2023
Q4 		$84.5M Sell
1,030,051
-39,144
-4% -$3.18M 3.05% 6
2023
Q3 		$86.6M Buy
1,069,195
+32,105
+3% +$2.6M 3.75% 3
2023
Q2 		$84.1M Buy
1,037,090
+54,087
+6% +$4.42M 3.63% 3
2023
Q1 		$80.8M Buy
983,003
+215,792
+28% +$17.6M 3.62% 2
2022
Q4 		$62.3M Sell
767,211
-230,126
-23% -$18.7M 2.94% 3
2022
Q3 		$81M Buy
997,337
+45,375
+5% +$3.73M 4.14% 2
2022
Q2 		$78.8M Buy
951,962
+91,441
+11% +$7.59M 3.84% 2
2022
Q1 		$71.7M Sell
860,521
-60,417
-7% -$5.11M 3.05% 3
2021
Q4 		$78.8M Buy
920,938
+56,835
+7% +$4.88M 3.27% 2
2021
Q3 		$74.4M Sell
864,103
-29,270
-3% -$2.52M 3.18% 3
2021
Q2 		$77M Sell
893,373
-4,962
-0.6% -$428K 3.29% 2
2021
Q1 		$77.5M Sell
898,335
-133,777
-13% -$11.5M 3.62% 2
2020
Q4 		$89.2M Sell
1,032,112
-159,283
-13% -$13.8M 4.52% 2
2020
Q3 		$103M Sell
1,191,395
-76,485
-6% -$6.62M 5.77% 2
2020
Q2 		$110M Buy
1,267,880
+38,269
+3% +$3.31M 6.41% 2
2020
Q1 		$107M Buy
1,229,611
+643,263
+110% +$54.9M 7.62% 2
2019
Q4 		$49.6M Buy
+586,348
New +$49.7M 2.97% 3

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

TD Private Client Wealth's SHY Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.5% in Q1 2026, selling an estimated $6.4M and leaving 831,189 shares worth $68.6M. The position accounts for 1.42% of the portfolio, ranked #13.

TD Private Client Wealth first reported a position in SHY in Q4 2019 and has held it in 26 quarters since. The position peaked at $110M in Q2 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • TD Private Client Wealth held 831,189 shares of iShares 1-3 Year Treasury Bond ETF worth $68.6M as of Q1 2026.
  • TD Private Client Wealth sold 77,281 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.4M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.42% of TD Private Client Wealth's portfolio in Q1 2026, its #13 holding.
  • TD Private Client Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $110M in Q2 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.