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

TFB 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	$968K	Buy	11,721 +3,759	+47%	+$311K	0.51%	46
2025 Q4	$659K	Sell	7,962 -282	-3%	-$23.4K	0.18%	134
2025 Q3	$684K	Sell	8,244 -39,723	-83%	-$3.29M	0.2%	126
2025 Q2	$3.97M	Buy	47,967 +27,960	+140%	+$2.31M	1.04%	17
2025 Q1	$1.66M	Sell	20,007 -5,954	-23%	-$490K	0.48%	46
2024 Q4	$2.13M	Buy	25,961 +11,757	+83%	+$967K	0.61%	35
2024 Q3	$1.18M	Sell	14,204 -35,039	-71%	-$2.89M	0.35%	65
2024 Q2	$4.02M	Sell	49,243 -7,582	-13%	-$617K	1.31%	17
2024 Q1	$4.61M	Buy	56,825 +30,834	+119%	+$2.52M	1.67%	12
2023 Q4	$2.13M	Buy	+25,991	New	+$2.11M	1.09%	25
2023 Q3	–	Sell	-14,510	Closed	-$1.18M	–	207
2023 Q2	$1.18M	Sell	14,510 -74,558	-84%	-$6.1M	0.51%	46
2023 Q1	$7.32M	Buy	89,068 +76,697	+620%	+$6.25M	5.56%	4
2022 Q4	$1M	Buy	+12,371	New	+$1M	0.84%	30

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFB Advisors's SHY Position: Q1 2026 in Review

TFB Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 47% in Q1 2026, buying an estimated $311K and bringing the position to 11,721 shares worth $968K. The position accounts for 0.51% of the portfolio, ranked #46.

TFB Advisors first reported a position in SHY in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.32M in Q1 2023. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

TFB Advisors held 11,721 shares of iShares 1-3 Year Treasury Bond ETF worth $968K as of Q1 2026.
TFB Advisors bought 3,759 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $311K.
iShares 1-3 Year Treasury Bond ETF made up 0.51% of TFB Advisors's portfolio in Q1 2026, its #46 holding.
TFB Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
TFB Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.32M in Q1 2023.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.