Tillman Hartley LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tillman Hartley LLC’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	$2.44M	Sell	29,492 -716	-2%	-$59.3K	0.61%	33
2025 Q4	$2.5M	Sell	30,208 -267	-0.9%	-$22.1K	0.63%	32
2025 Q3	$2.53M	Hold	30,475	–	–	0.65%	32
2025 Q2	$2.53M	Sell	30,475 -8	-0%	-$660	0.71%	29
2025 Q1	$2.52M	Hold	30,483	–	–	0.73%	27
2024 Q4	$2.5M	Buy	30,483 +53	+0.2%	+$4.36K	0.72%	24
2024 Q3	$2.53M	Buy	30,430 +14	+0%	+$1.16K	0.75%	24
2024 Q2	$2.48M	Sell	30,416 -112	-0.4%	-$9.11K	0.85%	23
2024 Q1	$2.5M	Hold	30,528	–	–	0.86%	23
2023 Q4	$2.5M	Buy	30,528 +88	+0.3%	+$7.15K	0.93%	22
2023 Q3	$2.46M	Buy	30,440 +2	+0%	+$162	1.02%	19
2023 Q2	$2.47M	Buy	30,438 +14	+0%	+$1.15K	0.98%	20
2023 Q1	$2.5M	Buy	30,424 +73	+0.2%	+$5.95K	1.06%	18
2022 Q4	$2.46M	Buy	+30,351	New	+$2.46M	1.06%	19

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

Tillman Hartley LLC's SHY Position: Q1 2026 in Review

Tillman Hartley LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.4% in Q1 2026, selling an estimated $59.3K and leaving 29,492 shares worth $2.44M. The position accounts for 0.61% of the portfolio, ranked #33.

Tillman Hartley LLC first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.53M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Tillman Hartley LLC held 29,492 shares of iShares 1-3 Year Treasury Bond ETF worth $2.44M as of Q1 2026.
Tillman Hartley LLC sold 716 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $59.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.61% of Tillman Hartley LLC's portfolio in Q1 2026, its #33 holding.
Tillman Hartley LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Tillman Hartley LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $2.53M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.