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
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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tucker Asset Management's SHY Position: Q4 2025 in Review

Tucker Asset Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2025 at 14 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Tucker Asset Management first reported a position in SHY in Q1 2021 and has held it in 14 quarters since. The position peaked at $183K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Tucker Asset Management held 14 shares of iShares 1-3 Year Treasury Bond ETF worth $1.16K as of Q4 2025.
Tucker Asset Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #924 holding.
Tucker Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 14 quarters since.
Tucker Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $183K in Q1 2023.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.