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Ted Buchan & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ted Buchan & Co’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 		$1.93M Sell
23,480
-1,349
-5% -$111K 0.63% 34
2026
Q1 		$2.05M Sell
24,829
-122,258
-83% -$10.1M 0.74% 32
2025
Q4 		$12.2M Buy
147,087
+5,331
+4% +$442K 4.47% 6
2025
Q3 		$11.8M Buy
141,756
+4,891
+4% +$405K 4.61% 6
2025
Q2 		$11.3M Sell
136,865
-695
-0.5% -$57.4K 4.51% 5
2025
Q1 		$11.4M Buy
137,560
+513
+0.4% +$42.2K 5.38% 3
2024
Q4 		$11.2M Sell
137,047
-5,733
-4% -$471K 5.3% 3
2024
Q3 		$11.9M Buy
142,780
+8,555
+6% +$706K 5.63% 3
2024
Q2 		$11M Buy
134,225
+7,683
+6% +$625K 5.88% 3
2024
Q1 		$10.3M Buy
126,542
+18,094
+17% +$1.48M 6.36% 2
2023
Q4 		$8.9M Sell
108,448
-1,630
-1% -$132K 6.48% 3
2023
Q3 		$8.91M Sell
110,078
-3,554
-3% -$288K 7.16% 2
2023
Q2 		$9.21M Sell
113,632
-4,927
-4% -$403K 7.08% 3
2023
Q1 		$9.74M Buy
118,559
+38,015
+47% +$3.1M 8.14% 2
2022
Q4 		$6.54M Buy
+80,544
New +$6.53M 6.05% 4

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ted Buchan & Co's SHY Position: Q2 2026 in Review

Ted Buchan & Co reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2026, selling an estimated $111K and leaving 23,480 shares worth $1.93M. The position accounts for 0.63% of the portfolio, ranked #34.

Ted Buchan & Co first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Ted Buchan & Co held 23,480 shares of iShares 1-3 Year Treasury Bond ETF worth $1.93M as of Q2 2026.
  • Ted Buchan & Co sold 1,349 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.63% of Ted Buchan & Co's portfolio in Q2 2026, its #34 holding.
  • Ted Buchan & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ted Buchan & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $12.2M in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.