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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
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 $1.66T 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

Ted Buchan & Co's SHY Position: Q1 2026 in Review

Ted Buchan & Co reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 83% in Q1 2026, selling an estimated $10.1M and leaving 24,829 shares worth $2.05M. The position accounts for 0.74% of the portfolio, ranked #32.

Ted Buchan & Co first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Ted Buchan & Co held 24,829 shares of iShares 1-3 Year Treasury Bond ETF worth $2.05M as of Q1 2026.
  • Ted Buchan & Co sold 122,258 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.1M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.74% of Ted Buchan & Co's portfolio in Q1 2026, its #32 holding.
  • Ted Buchan & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Ted Buchan & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $12.2M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.