CD
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Chapin Davis’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chapin Davis’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 		$1.15M Buy
13,950
+308
+2% +$25.3K 0.2% 86
2026
Q1 		$1.13M Buy
13,642
+757
+6% +$62.7K 0.25% 81
2025
Q4 		$1.07M Buy
12,885
+423
+3% +$35.1K 0.25% 85
2025
Q3 		$1.03M Buy
12,462
+2,603
+26% +$215K 0.25% 83
2025
Q2 		$817K Buy
9,859
+88
+0.9% +$7.26K 0.23% 97
2025
Q1 		$808K Buy
9,771
+175
+2% +$14.4K 0.28% 81
2024
Q4 		$798K Hold
9,596
– – 0.26% 91
2024
Q3 		$798K Buy
9,596
+87
+0.9% +$7.18K 0.26% 92
2024
Q2 		$776K Buy
9,509
+84
+0.9% +$6.83K 0.27% 84
2024
Q1 		$771K Sell
9,425
-50
-0.5% -$4.09K 0.28% 91
2023
Q4 		$777K Buy
9,475
+23
+0.2% +$1.87K 0.33% 79
2023
Q3 		$765K Buy
9,452
+59
+0.6% +$4.78K 0.37% 73
2023
Q2 		$762K Buy
9,393
+58
+0.6% +$4.74K 0.36% 76
2023
Q1 		$767K Buy
9,335
+904
+11% +$73.7K 0.4% 70
2022
Q4 		$684K Buy
+8,431
New +$684K 0.4% 77

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Chapin Davis's SHY Position: Q2 2026 in Review

Chapin Davis increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.3% in Q2 2026, buying an estimated $25.3K and bringing the position to 13,950 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #86.

Chapin Davis first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Chapin Davis held 13,950 shares of iShares 1-3 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
  • Chapin Davis bought 308 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.2% of Chapin Davis's portfolio in Q2 2026, its #86 holding.
  • Chapin Davis first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.