Tyche Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tyche Wealth Partners’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	$308K	Sell	3,755 -32	-0.8%	-$2.63K	0.04%	257
2026 Q1	$313K	Sell	3,787 -1,745	-32%	-$144K	0.05%	268
2025 Q4	$458K	Buy	5,532 +2,458	+80%	+$204K	0.07%	203
2025 Q3	$255K	Buy	+3,074	New	+$254K	0.04%	256
2025 Q1	–	Sell	-2,559	Closed	-$210K	–	322
2024 Q4	$210K	Hold	2,559	–	–	0.04%	277
2024 Q3	$213K	Sell	2,559 -162	-6%	-$13.4K	0.05%	260
2024 Q2	$222K	Buy	2,721 +75	+3%	+$6.1K	0.05%	240
2024 Q1	$216K	Sell	2,646 -290	-10%	-$23.7K	0.05%	255
2023 Q4	$241K	Buy	+2,936	New	+$239K	0.06%	244

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

Tyche Wealth Partners's SHY Position: Q2 2026 in Review

Tyche Wealth Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.84% in Q2 2026, selling an estimated $2.63K and leaving 3,755 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #257.

Tyche Wealth Partners first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $458K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tyche Wealth Partners held 3,755 shares of iShares 1-3 Year Treasury Bond ETF worth $308K as of Q2 2026.
Tyche Wealth Partners sold 32 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.63K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Tyche Wealth Partners's portfolio in Q2 2026, its #257 holding.
Tyche Wealth Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Tyche Wealth Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $458K in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.