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Tortoise Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tortoise Investment 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
2025
Q1 		– Sell
-735
Closed -$60.3K – 874
2024
Q4 		$60.3K Sell
735
-400
-35% -$32.9K 0.01% 389
2024
Q3 		$94.4K Hold
1,135
– – 0.01% 323
2024
Q2 		$92.7K Hold
1,135
– – 0.01% 313
2024
Q1 		$92.8K Hold
1,135
– – 0.01% 303
2023
Q4 		$93.1K Hold
1,135
– – 0.01% 283
2023
Q3 		$91.9K Hold
1,135
– – 0.01% 280
2023
Q2 		$92K Hold
1,135
– – 0.01% 284
2023
Q1 		$93.3K Sell
1,135
-320
-22% -$26.1K 0.01% 272
2022
Q4 		$118K Buy
1,455
+1,135
+355% +$92.1K 0.02% 248
2022
Q3 		$26K Sell
320
-2,178
-87% -$179K 0.01% 399
2022
Q2 		$207K Buy
2,498
+278
+13% +$23.1K 0.04% 169
2022
Q1 		$185K Buy
2,220
+1,615
+267% +$136K 0.03% 188
2021
Q4 		$52K Hold
605
– – 0.01% 291
2021
Q3 		$52K Hold
605
– – 0.01% 271
2021
Q2 		$52K Sell
605
-1,056
-64% -$91.1K 0.01% 273
2021
Q1 		$143K Hold
1,661
– – 0.03% 176
2020
Q4 		$143K Sell
1,661
-615
-27% -$53.1K 0.03% 167
2020
Q3 		$197K Sell
2,276
-800
-26% -$69.2K 0.05% 136
2020
Q2 		$266K Hold
3,076
– – 0.07% 114
2020
Q1 		$267K Sell
3,076
-765
-20% -$65.3K 0.08% 110
2019
Q4 		$325K Sell
3,841
-2,500
-39% -$212K 0.08% 110
2019
Q3 		$538K Sell
6,341
-1,455
-19% -$123K 0.14% 89
2019
Q2 		$661K Buy
7,796
+1,800
+30% +$152K 0.17% 81
2019
Q1 		$504K Buy
5,996
+1,791
+43% +$150K 0.13% 89
2018
Q4 		$352K Sell
4,205
-4,175
-50% -$347K 0.1% 108
2018
Q3 		$696K Sell
8,380
-3,083
-27% -$256K 0.18% 78
2018
Q2 		$956K Buy
11,463
+155
+1% +$12.9K 0.26% 63
2018
Q1 		$945K Sell
11,308
-3,176
-22% -$265K 0.26% 58
2017
Q4 		$1.21M Buy
14,484
+1,567
+12% +$132K 0.35% 50
2017
Q3 		$1.09M Buy
12,917
+5,675
+78% +$480K 0.33% 49
2017
Q2 		$612K Buy
+7,242
New +$612K 0.2% 68

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tortoise Investment Management's SHY Position: Q1 2025 in Review

Tortoise Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 735 shares — an estimated $60.3K sold.

Tortoise Investment Management first reported a position in SHY in Q2 2017 and held it in 31 quarters. The position peaked at $1.21M in Q4 2017. 1,170 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Tortoise Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 735 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $60.3K.
  • Tortoise Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 31 quarters.
  • Tortoise Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q4 2017.
  • 1,170 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.