TFC Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

TFC Financial Management’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	$84.3M	Buy	1,026,401 +35,712	+4%	+$2.94M	9.34%	3
2026 Q1	$81.8M	Buy	990,689 +58,210	+6%	+$4.82M	10.08%	3
2025 Q4	$77.2M	Buy	932,479 +34,797	+4%	+$2.88M	9.69%	3
2025 Q3	$74.5M	Buy	897,682 +15,072	+2%	+$1.25M	9.54%	3
2025 Q2	$73.1M	Buy	882,610 +1,868	+0.2%	+$154K	10.02%	3
2025 Q1	$72.9M	Buy	880,742 +19,365	+2%	+$1.59M	11.15%	3
2024 Q4	$70.6M	Buy	861,377 +39,456	+5%	+$3.24M	11.17%	3
2024 Q3	$68.3M	Buy	821,921 +715,648	+673%	+$59M	10.81%	3
2024 Q2	$8.68M	Buy	106,273 +14,861	+16%	+$1.21M	1.52%	10
2024 Q1	$7.48M	Buy	91,412 +21,336	+30%	+$1.75M	1.33%	11
2023 Q4	$5.75M	Buy	70,076 +68,876	+5,740%	+$5.6M	1.16%	11
2023 Q3	$97.2K	Sell	1,200 -200	-14%	-$16.2K	0.02%	169
2023 Q2	$114K	Buy	+1,400	New	+$114K	0.03%	157

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TFC Financial Management's SHY Position: Q2 2026 in Review

TFC Financial Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.6% in Q2 2026, buying an estimated $2.94M and bringing the position to 1,026,401 shares worth $84.3M. The position accounts for 9.34% of the portfolio, ranked #3.

TFC Financial Management first reported a position in SHY in Q2 2023 and has held it in 13 quarters since. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

TFC Financial Management held 1,026,401 shares of iShares 1-3 Year Treasury Bond ETF worth $84.3M as of Q2 2026.
TFC Financial Management bought 35,712 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.94M.
iShares 1-3 Year Treasury Bond ETF made up 9.34% of TFC Financial Management's portfolio in Q2 2026, its #3 holding.
TFC Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.