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Chatterton & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chatterton & Associates’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 		$215K Hold
2,620
– – 0.13% 100
2026
Q1 		$216K Buy
+2,620
New +$217K 0.15% 94

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Chatterton & Associates's SHY Position: Q2 2026 in Review

Chatterton & Associates held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 2,620 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #100.

Chatterton & Associates first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $216K in Q1 2026. 759 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Chatterton & Associates held 2,620 shares of iShares 1-3 Year Treasury Bond ETF worth $215K as of Q2 2026.
  • Chatterton & Associates left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Chatterton & Associates's portfolio in Q2 2026, its #100 holding.
  • Chatterton & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Chatterton & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $216K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.