Chatterton & Associates
SHY icon

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
Q3 		$802K Buy
9,882
+7,262
+277% +$594K 0.37% 47
2026
Q2 		$215K Hold
2,620
– – 0.13% 100
2026
Q1 		$216K Buy
+2,620
New +$217K 0.15% 94

Other funds holding SHY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Chatterton & Associates's SHY Position: Q3 2026 in Review

Chatterton & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 277% in Q3 2026, buying an estimated $594K and bringing the position to 9,882 shares worth $802K. The position accounts for 0.37% of the portfolio, ranked #47.

Chatterton & Associates first reported a position in SHY in Q1 2026 and has held it in 3 quarters since. 994 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Chatterton & Associates held 9,882 shares of iShares 1-3 Year Treasury Bond ETF worth $802K as of Q3 2026.
  • Chatterton & Associates bought 7,262 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $594K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.37% of Chatterton & Associates's portfolio in Q3 2026, its #47 holding.
  • Chatterton & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 994 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.