TA
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Tectonic Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tectonic Advisors’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 		– Sell
-3,560
Closed -$295K – 312
2025
Q4 		$295K Sell
3,560
-411
-10% -$34.1K 0.02% 304
2025
Q3 		$329K Sell
3,971
-176
-4% -$14.6K 0.02% 303
2025
Q2 		$344K Sell
4,147
-85
-2% -$7.02K 0.02% 296
2025
Q1 		$350K Buy
4,232
+59
+1% +$4.85K 0.02% 286
2024
Q4 		$342K Buy
4,173
+115
+3% +$9.45K 0.02% 290
2024
Q3 		$337K Buy
4,058
+20
+0.5% +$1.65K 0.02% 285
2024
Q2 		$330K Buy
4,038
+73
+2% +$5.94K 0.02% 280
2024
Q1 		$324K Sell
3,965
-472
-11% -$38.6K 0.02% 270
2023
Q4 		$364K Buy
4,437
+109
+3% +$8.86K 0.03% 234
2023
Q3 		$350K Sell
4,328
-8,202
-65% -$664K 0.03% 219
2023
Q2 		$1.02M Sell
12,530
-2,910
-19% -$238K 0.13% 110
2023
Q1 		$1.27M Sell
15,440
-84,206
-85% -$6.86M 0.17% 90
2022
Q4 		$8.09M Buy
99,646
+3,129
+3% +$254K 1.25% 15
2022
Q3 		$7.84M Buy
96,517
+4,147
+4% +$341K 1.45% 13
2022
Q2 		$7.65M Buy
92,370
+13,612
+17% +$1.13M 1.4% 13
2022
Q1 		$6.56M Buy
78,758
+14,698
+23% +$1.24M 1.13% 15
2021
Q4 		$5.48M Buy
64,060
+313
+0.5% +$26.8K 0.98% 17
2021
Q3 		$5.49M Buy
63,747
+3,977
+7% +$343K 1.08% 17
2021
Q2 		$5.15M Buy
59,770
+9,563
+19% +$825K 1.06% 18
2021
Q1 		$4.33M Buy
50,207
+6,681
+15% +$577K 1.08% 19
2020
Q4 		$3.76M Buy
+43,526
New +$3.76M 1.03% 19

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

Tectonic Advisors's SHY Position: Q1 2026 in Review

Tectonic Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 3,560 shares — an estimated $295K sold.

Tectonic Advisors first reported a position in SHY in Q4 2020 and held it in 21 quarters. The position peaked at $8.09M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Tectonic Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 3,560 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $295K.
  • Tectonic Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 21 quarters.
  • Tectonic Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $8.09M in Q4 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.