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Ken Fisher’s SHY Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+136,309 Shares
Current Position
566,873 Shares
$46.95 M Value

Ken Fisher's SHY Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 566,873 shares of iShares 1-3 Year Treasury Bond ETF (SHY) worth $46.95 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SHY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 131,071 shares. Largest reduction occurred in Q1 2021, reducing 154,646 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares 1-3 Year Treasury Bond ETF (SHY) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares 1-3 Year Treasury Bond ETF (SHY) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +65,456 Add 13.05% 566,873 $82.82
Q3 2025 +131,071 Add 35.39% 501,417 $82.96
Q2 2025 -10,314 Reduce 2.71% 370,346 $82.86
Q1 2025 +90,276 Add 31.09% 380,660 $82.73
Q4 2024 +61,805 Add 27.04% 290,384 $81.98
Q3 2024 +108,429 Add 90.24% 228,579 $83.15
Q2 2024 -23,696 Reduce 16.47% 120,150 $81.65
Q1 2024 -5,250 Reduce 3.52% 143,846 $81.78
Q4 2023 +12,719 Add 9.33% 149,096 $82.04
Q3 2023 +10,061 Add 7.96% 136,377 $80.97
Q2 2023 +5,903 Add 4.90% 126,316 $81.08
Q1 2023 -2,635 Reduce 2.14% 120,413 $82.16
Q4 2022 -5,603 Reduce 4.36% 123,048 $81.17
Q3 2022 -2,764 Reduce 2.10% 128,651 $81.21
Q2 2022 +8,453 Add 6.87% 131,415 $82.79
Q1 2022 +1,774 Add 1.46% 122,962 $83.35
Q4 2021 +3,170 Add 2.69% 121,188 $85.54
Q3 2021 +2,127 Add 1.84% 118,018 $86.15
Q2 2021 -16,004 Reduce 12.13% 115,891 $86.16
Q1 2021 -154,646 Reduce 53.97% 131,895 $86.25
Q4 2020 +12,464 Add 4.55% 286,541 $86.38
Q3 2020 +18,520 Add 7.25% 274,077 $86.51
Q2 2020 -3,815 Reduce 1.47% 255,557 $86.61
Q1 2020 -2,526 Reduce 0.96% 259,372 $86.67
Q4 2019 +7,897 Add 3.11% 261,898 $84.63
Q3 2019 +21,784 Add 9.38% 254,001 $84.82
Q2 2019 +19,194 Add 9.01% 232,217 $84.78
Q1 2019 -23,925 Reduce 10.10% 213,023 $84.12
Q4 2018 -9,464 Reduce 3.84% 236,948 $83.62
Q3 2018 -5,560 Reduce 2.21% 246,412 $83.09
Q2 2018 +14,599 Add 6.15% 251,972 $83.37
Q1 2018 +6,688 Add 2.90% 237,373 $83.56
Q4 2017 +2,036 Add 0.89% 230,685 $83.85
Q3 2017 +2,278 Add 1.01% 228,649 $84.45
Q2 2017 +7,431 Add 3.39% 226,371 $84.49
Q1 2017 -40,646 Reduce 15.66% 218,940 $84.52
Q4 2016 +5,671 Add 2.23% 259,586 $84.45
Q3 2016 +19,798 Add 8.46% 253,915 $85.04
Q2 2016 +38,860 Add 19.90% 234,117 $85.17
Q1 2016 +36,487 Add 22.98% 195,257 $85.03
Q4 2015 +31,743 Add 24.99% 158,770 $84.36
Q3 2015 +2,864 Add 2.31% 127,027 $84.99
Q2 2015 -482 Reduce 0.39% 124,163 $84.86
Q1 2015 -5,662 Reduce 4.35% 124,645 $84.88
Q4 2014 -887 Reduce 0.68% 130,307 $84.45
Q3 2014 -1,815 Reduce 1.36% 131,194 $84.51
Q2 2014 +3,532 Add 2.73% 133,009 $84.56
Q1 2014 -2,882 Reduce 2.18% 129,477 $84.45
Q4 2013 -2,019 Reduce 1.50% 132,359 $84.38
Q3 2013 -1,931 Reduce 1.42% 134,378 $84.47
Q2 2013 +136,309 Add 0.00% 136,309 $84.28

Ken Fisher's iShares 1-3 Year Treasury Bond ETF Investment FAQs

Ken Fisher first purchased iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2013, acquiring 136,309 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares 1-3 Year Treasury Bond ETF (SHY) for 51 quarters since Q2 2013.

Ken Fisher's largest addition to iShares 1-3 Year Treasury Bond ETF (SHY) was in Q2 2013, adding 136,309 shares worth $11.49 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 566,873 shares of iShares 1-3 Year Treasury Bond ETF (SHY), valued at approximately $46.95 M.

As of the Q4 2025 filing, iShares 1-3 Year Treasury Bond ETF (SHY) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in iShares 1-3 Year Treasury Bond ETF (SHY) was 566,873 shares, as reported at the end of Q4 2025.