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 Q3	$93.6M	Buy	1,152,563 +126,162	+12%	+$10.3M	10.48%	3
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

TFC Financial Management's SHY Position: Q3 2026 in Review

TFC Financial Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q3 2026, buying an estimated $10.3M and bringing the position to 1,152,563 shares worth $93.6M. The position accounts for 10.48% of the portfolio, ranked #3.

TFC Financial Management first reported a position in SHY in Q2 2023 and has held it in 14 quarters since. 752 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

TFC Financial Management held 1,152,563 shares of iShares 1-3 Year Treasury Bond ETF worth $93.6M as of Q3 2026.
TFC Financial Management bought 126,162 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $10.3M.
iShares 1-3 Year Treasury Bond ETF made up 10.48% of TFC Financial Management's portfolio in Q3 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 14 quarters since.
752 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.