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 Q2	$2.31M	Sell	28,140 -1,352	-5%	-$111K	0.52%	35
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 $1.89T 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

Tillman Hartley LLC's SHY Position: Q2 2026 in Review

Tillman Hartley LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.6% in Q2 2026, selling an estimated $111K and leaving 28,140 shares worth $2.31M. The position accounts for 0.52% of the portfolio, ranked #35.

Tillman Hartley LLC first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tillman Hartley LLC held 28,140 shares of iShares 1-3 Year Treasury Bond ETF worth $2.31M as of Q2 2026.
Tillman Hartley LLC sold 1,352 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $111K.
iShares 1-3 Year Treasury Bond ETF made up 0.52% of Tillman Hartley LLC's portfolio in Q2 2026, its #35 holding.
Tillman Hartley LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Tillman Hartley LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $2.53M in Q3 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.