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 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 $1.66T 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

TFC Financial Management's SHY Position: Q1 2026 in Review

TFC Financial Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.2% in Q1 2026, buying an estimated $4.82M and bringing the position to 990,689 shares worth $81.8M. The position accounts for 10.08% of the portfolio, ranked #3.

TFC Financial Management first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

TFC Financial Management held 990,689 shares of iShares 1-3 Year Treasury Bond ETF worth $81.8M as of Q1 2026.
TFC Financial Management bought 58,210 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.82M.
iShares 1-3 Year Treasury Bond ETF made up 10.08% of TFC Financial Management's portfolio in Q1 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 12 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.