Tiemann Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tiemann Investment Advisors’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	$341K	Hold	4,150	–	–	0.12%	132
2026 Q1	$343K	Sell	4,150 -1,000	-19%	-$82.8K	0.13%	126
2025 Q4	$427K	Hold	5,150	–	–	0.17%	106
2025 Q3	$427K	Hold	5,150	–	–	0.16%	108
2025 Q2	$427K	Buy	5,150 +400	+8%	+$33K	0.17%	108
2025 Q1	$393K	Buy	4,750 +1,000	+27%	+$82.2K	0.18%	106
2024 Q4	$307K	Buy	3,750 +1,000	+36%	+$82.2K	0.14%	128
2024 Q3	$229K	Hold	2,750	–	–	0.1%	175
2024 Q2	$225K	Sell	2,750 -500	-15%	-$40.7K	0.1%	169
2024 Q1	$266K	Hold	3,250	–	–	0.12%	155
2023 Q4	$267K	Sell	3,250 -3,000	-48%	-$244K	0.13%	154
2023 Q3	$506K	Hold	6,250	–	–	0.27%	79
2023 Q2	$507K	Hold	6,250	–	–	0.26%	85
2023 Q1	$514K	Buy	6,250 +500	+9%	+$40.8K	0.28%	79
2022 Q4	$467K	Buy	5,750 +2,750	+92%	+$223K	0.27%	88
2022 Q3	$244K	Hold	3,000	–	–	0.16%	138
2022 Q2	$248K	Hold	3,000	–	–	0.13%	157
2022 Q1	$250K	Hold	3,000	–	–	0.12%	172
2021 Q4	$257K	Hold	3,000	–	–	0.11%	179
2021 Q3	$258K	Hold	3,000	–	–	0.12%	168
2021 Q2	$258K	Buy	+3,000	New	+$259K	0.12%	173

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

Tiemann Investment Advisors's SHY Position: Q2 2026 in Review

Tiemann Investment Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4,150 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #132.

Tiemann Investment Advisors first reported a position in SHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $514K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tiemann Investment Advisors held 4,150 shares of iShares 1-3 Year Treasury Bond ETF worth $341K as of Q2 2026.
Tiemann Investment Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Tiemann Investment Advisors's portfolio in Q2 2026, its #132 holding.
Tiemann Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
Tiemann Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $514K in Q1 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.