Chapin Davis
SHY icon

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
Q3 		$1.14M Buy
14,046
+96
+0.7% +$7.85K 0.22% 82
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 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
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Chapin Davis's SHY Position: Q3 2026 in Review

Chapin Davis increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.69% in Q3 2026, buying an estimated $7.85K and bringing the position to 14,046 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #82.

Chapin Davis first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2026. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Chapin Davis held 14,046 shares of iShares 1-3 Year Treasury Bond ETF worth $1.14M as of Q3 2026.
  • Chapin Davis bought 96 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $7.85K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.22% of Chapin Davis's portfolio in Q3 2026, its #82 holding.
  • Chapin Davis first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares 1-3 Year Treasury Bond ETF position peaked at $1.15M in Q2 2026.
  • 543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.