Tucker Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tucker Asset 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
2026 Q1	–	Sell	-14	Closed	-$1.16K	–	912
2025 Q4	$1.16K	Hold	14	–	–	﹤0.01%	924
2025 Q3	$1.16K	Hold	14	–	–	﹤0.01%	302
2025 Q2	$1.16K	Sell	14 -250	-95%	-$20.6K	﹤0.01%	281
2025 Q1	$21.8K	Hold	264	–	–	0.01%	199
2024 Q4	$21.6K	Buy	264 +169	+178%	+$13.9K	﹤0.01%	547
2024 Q3	$7.9K	Hold	95	–	–	﹤0.01%	775
2024 Q2	$7.76K	Hold	95	–	–	﹤0.01%	923
2024 Q1	$7.77K	Hold	95	–	–	﹤0.01%	947
2023 Q4	$7.79K	Hold	95	–	–	﹤0.01%	769
2023 Q3	$7.69K	Sell	95 -1,034	-92%	-$83.7K	﹤0.01%	729
2023 Q2	$91.5K	Sell	1,129 -1,104	-49%	-$90.3K	0.03%	184
2023 Q1	$183K	Buy	2,233 +2,101	+1,592%	+$171K	0.05%	87
2022 Q4	$10.7K	Buy	+132	New	+$10.7K	﹤0.01%	333
2021 Q2	–	Sell	-24	Closed	-$2.07K	–	365
2021 Q1	$2.07K	Buy	+24	New	+$2.07K	﹤0.01%	258

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tucker Asset Management's SHY Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 14 shares — an estimated $1.16K sold.

Tucker Asset Management first reported a position in SHY in Q1 2021 and held it in 14 quarters. The position peaked at $183K in Q1 2023. 1,223 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Tucker Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 14 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.16K.
Tucker Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 14 quarters.
Tucker Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $183K in Q1 2023.
1,223 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.