Ted Buchan & Co
SHY icon

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
Q3 		$1.56M Sell
19,179
-4,301
-18% -$352K 0.51% 41
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 		$9.7M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ted Buchan & Co's SHY Position: Q3 2026 in Review

Ted Buchan & Co reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q3 2026, selling an estimated $352K and leaving 19,179 shares worth $1.56M. The position accounts for 0.51% of the portfolio, ranked #41.

Ted Buchan & Co first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.2M in Q4 2025. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Ted Buchan & Co held 19,179 shares of iShares 1-3 Year Treasury Bond ETF worth $1.56M as of Q3 2026.
  • Ted Buchan & Co sold 4,301 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $352K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.51% of Ted Buchan & Co's portfolio in Q3 2026, its #41 holding.
  • Ted Buchan & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Ted Buchan & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $12.2M in Q4 2025.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.