Tuttle Capital Management
SHY icon

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
Q3 		$1.72M Buy
21,200
+12,000
+130% +$981K 0.75% 30
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Tuttle Capital Management's SHY Position: Q3 2026 in Review

Tuttle Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 130% in Q3 2026, buying an estimated $981K and bringing the position to 21,200 shares worth $1.72M. The position accounts for 0.75% of the portfolio, ranked #30.

Tuttle Capital Management first reported a position in SHY in Q3 2015 and has held it in 17 quarters since. The position peaked at $76.5M in Q4 2015. 797 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Tuttle Capital Management held 21,200 shares of iShares 1-3 Year Treasury Bond ETF worth $1.72M as of Q3 2026.
  • Tuttle Capital Management bought 12,000 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $981K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.75% of Tuttle Capital Management's portfolio in Q3 2026, its #30 holding.
  • Tuttle Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 17 quarters since.
  • Tuttle Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $76.5M in Q4 2015.
  • 797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Tuttle Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.