TFC Financial Management
SHY icon

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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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. 784 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.
  • 784 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.