TI
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Tidal Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tidal Investments’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 		$5.41M Sell
65,859
-33,969
-34% -$2.79M 0.01% 909
2026
Q1 		$8.24M Buy
+99,828
New +$8.26M 0.02% 625
2024
Q4 		– Sell
-15,674
Closed -$1.3M – 1975
2024
Q3 		$1.3M Buy
+15,674
New +$1.29M 0.01% 864
2023
Q4 		– Sell
-20,775
Closed -$1.68M – 1509
2023
Q3 		$1.68M Sell
20,775
-34,752
-63% -$2.81M 0.05% 366
2023
Q2 		$4.5M Buy
55,527
+21,846
+65% +$1.79M 0.13% 141
2023
Q1 		$2.77M Buy
33,681
+21,678
+181% +$1.77M 0.09% 216
2022
Q4 		$974K Buy
12,003
+9,267
+339% +$752K 0.04% 454
2022
Q3 		$222K Buy
+2,736
New +$225K 0.01% 924
2022
Q2 		– Sell
-3,174
Closed -$265K – 1175
2022
Q1 		$265K Buy
+3,174
New +$268K 0.01% 875
2021
Q4 		– Sell
-7,856
Closed -$677K – 1057
2021
Q3 		$677K Sell
7,856
-14
-0.2% -$1.21K 0.03% 435
2021
Q2 		$678K Sell
7,870
-9,425
-54% -$813K 0.03% 367
2021
Q1 		$1.49M Sell
17,295
-285
-2% -$24.6K 0.07% 141
2020
Q4 		$1.52M Sell
17,580
-793
-4% -$68.5K 0.1% 107
2020
Q3 		$1.59M Sell
18,373
-5,844
-24% -$506K 0.21% 75
2020
Q2 		$2.1M Buy
24,217
+1,857
+8% +$161K 0.28% 52
2020
Q1 		$1.94M Sell
22,360
-8,328
-27% -$711K 0.57% 33
2019
Q4 		$2.6M Sell
30,688
-7,790
-20% -$660K 1.09% 28
2019
Q3 		$3.26M Sell
38,478
-335
-0.9% -$28.4K 1.47% 19
2019
Q2 		$3.29M Sell
38,813
-1,701
-4% -$143K 1.81% 16
2019
Q1 		$3.41M Sell
40,514
-1,692
-4% -$142K 2.29% 10
2018
Q4 		$3.53M Buy
+42,206
New +$3.51M 2.72% 5

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidal Investments's SHY Position: Q2 2026 in Review

Tidal Investments reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 34% in Q2 2026, selling an estimated $2.79M and leaving 65,859 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #909.

Tidal Investments first reported a position in SHY in Q4 2018 and has held it in 21 quarters since. The position peaked at $8.24M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Tidal Investments held 65,859 shares of iShares 1-3 Year Treasury Bond ETF worth $5.41M as of Q2 2026.
  • Tidal Investments sold 33,969 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.79M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #909 holding.
  • Tidal Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • Tidal Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $8.24M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.