Tuttle Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tuttle Capital 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 Q2	$755K	Buy	+9,200	New	+$756K	0.51%	49
2021 Q1	–	Sell	-12,508	Closed	-$1.08M	–	302
2020 Q4	$1.08M	Sell	12,508 -189,480	-94%	-$16.4M	0.83%	23
2020 Q3	$17.5M	Buy	201,988 +58,688	+41%	+$5.08M	12.04%	3
2020 Q2	$12.4M	Sell	143,300 -245,158	-63%	-$21.2M	8.85%	1
2020 Q1	$33.7M	Sell	388,458 -250,971	-39%	-$21.4M	17.99%	1
2019 Q4	$54.1M	Buy	639,429 +591,358	+1,230%	+$50.1M	20.5%	1
2019 Q3	$4.09M	Buy	48,071 +35,758	+290%	+$3.03M	1.09%	15
2019 Q2	$1.04M	Buy	+12,313	New	+$1.04M	0.41%	64
2017 Q3	–	Sell	-49,786	Closed	-$4.21M	–	109
2017 Q2	$4.21M	Buy	49,786 +46,214	+1,294%	+$3.91M	3.26%	7
2017 Q1	$301K	Sell	3,572 -57,174	-94%	-$4.83M	0.36%	33
2016 Q4	$5.13M	Sell	60,746 -12,639	-17%	-$1.07M	5.17%	3
2016 Q3	$6.24M	Buy	73,385 +54,405	+287%	+$4.63M	4.74%	3
2016 Q2	$1.62M	Sell	18,980 -295	-2%	-$25.1K	1.48%	14
2016 Q1	$1.64M	Sell	19,275 -887,621	-98%	-$75.3M	3%	7
2015 Q4	$76.5M	Buy	906,896 +585,415	+182%	+$49.6M	53.58%	1
2015 Q3	$27.3M	Buy	+321,481	New	+$27.3M	19.58%	3

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

Tuttle Capital Management's SHY Position: Q2 2026 in Review

Tuttle Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 9,200 shares worth $755K. The stake represents 0.51% of the portfolio and ranks #49 among its holdings. This is a return to the name: Tuttle Capital Management previously reported a position in SHY as recently as Q4 2020.

Tuttle Capital Management first reported a position in SHY in Q3 2015 and has held it in 16 quarters since. The position peaked at $76.5M in Q4 2015. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tuttle Capital Management held 9,200 shares of iShares 1-3 Year Treasury Bond ETF worth $755K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Tuttle Capital Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.51% of Tuttle Capital Management's portfolio in Q2 2026, its #49 holding.
Tuttle Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 16 quarters since.
Tuttle Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $76.5M in Q4 2015.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.