Checchi Capital Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.52M Buy
67,264
+1,296
+2% +$107K 0.25% 73
2026
Q1
$5.45M Sell
65,968
-305
-0.5% -$25.2K 0.28% 67
2025
Q4
$5.49M Sell
66,273
-2,016
-3% -$167K 0.28% 67
2025
Q3
$5.67M Sell
68,289
-2,338
-3% -$193K 0.29% 67
2025
Q2
$5.85M Sell
70,627
-3,693
-5% -$305K 0.33% 65
2025
Q1
$6.15M Buy
74,320
+3,467
+5% +$285K 0.32% 60
2024
Q4
$5.81M Buy
70,853
+4,179
+6% +$344K 0.34% 61
2024
Q3
$5.54M Buy
66,674
+3,143
+5% +$259K 0.31% 61
2024
Q2
$5.19M Sell
63,531
-5,451
-8% -$444K 0.26% 62
2024
Q1
$5.64M Sell
68,982
-4,210
-6% -$345K 0.44% 61
2023
Q4
$6M Buy
73,192
+8,864
+14% +$721K 0.49% 58
2023
Q3
$5.21M Sell
64,328
-9,601
-13% -$777K 0.48% 54
2023
Q2
$5.99M Sell
73,929
-8,159
-10% -$667K 0.54% 51
2023
Q1
$6.74M Buy
82,088
+11,092
+16% +$904K 0.65% 43
2022
Q4
$5.76M Buy
70,996
+12,958
+22% +$1.05M 0.6% 45
2022
Q3
$4.71M Buy
58,038
+36,343
+168% +$2.99M 0.44% 55
2022
Q2
$1.8M Sell
21,695
-76,091
-78% -$6.31M 0.16% 108
2022
Q1
$8.15M Buy
97,786
+60,361
+161% +$5.1M 0.69% 27
2021
Q4
$3.2M Buy
37,425
+2,132
+6% +$183K 0.28% 67
2021
Q3
$3.04M Buy
35,293
+3,479
+11% +$300K 0.3% 63
2021
Q2
$2.74M Buy
31,814
+1,379
+5% +$119K 0.27% 69
2021
Q1
$2.63M Buy
30,435
+2,531
+9% +$218K 0.26% 68
2020
Q4
$2.41M Buy
27,904
+642
+2% +$55.5K 0.25% 69
2020
Q3
$2.36M Buy
27,262
+907
+3% +$78.5K 0.26% 64
2020
Q2
$2.28M Sell
26,355
-1,229
-4% -$106K 0.27% 56
2020
Q1
$2.39M Sell
27,584
-222
-0.8% -$19K 0.23% 47
2019
Q4
$2.35M Buy
27,806
+946
+4% +$80.2K 0.32% 60
2019
Q3
$2.28M Buy
26,860
+2,065
+8% +$175K 0.3% 52
2019
Q2
$2.1M Buy
24,795
+640
+3% +$53.9K 0.27% 58
2019
Q1
$2.03M Sell
24,155
-7,734
-24% -$647K 0.24% 58
2018
Q4
$2.67M Buy
31,889
+5,785
+22% +$481K 0.34% 38
2018
Q3
$2.17M Buy
26,104
+2,934
+13% +$244K 0.25% 60
2018
Q2
$1.93M Buy
23,170
+1,574
+7% +$131K 0.24% 58
2018
Q1
$1.8M Buy
21,596
+1,169
+6% +$97.7K 0.24% 63
2017
Q4
$1.71M Buy
20,427
+652
+3% +$54.9K 0.23% 71
2017
Q3
$1.67M Buy
19,775
+276
+1% +$23.3K 0.17% 66
2017
Q2
$1.65M Buy
19,499
+482
+3% +$40.7K 0.18% 63
2017
Q1
$1.61M Buy
19,017
+604
+3% +$51K 0.18% 68
2016
Q4
$1.55M Sell
18,413
-1,560
-8% -$132K 0.21% 61
2016
Q3
$1.7M Buy
19,973
+266
+1% +$22.6K 0.19% 62
2016
Q2
$1.68M Buy
19,707
+2,741
+16% +$233K 0.19% 54
2016
Q1
$1.44M Sell
16,966
-689
-4% -$58.4K 0.32% 64
2015
Q4
$1.49M Sell
17,655
-1,052
-6% -$89.1K 0.38% 50
2015
Q3
$1.59M Buy
18,707
+228
+1% +$19.3K 0.43% 48
2015
Q2
$1.57M Buy
18,479
+1,192
+7% +$101K 0.41% 54
2015
Q1
$1.47M Buy
17,287
+661
+4% +$56K 0.43% 53
2014
Q4
$1.4M Buy
16,626
+532
+3% +$45K 0.53% 46
2014
Q3
$1.36M Buy
16,094
+1,277
+9% +$108K 0.56% 42
2014
Q2
$1.25M Buy
14,817
+2,109
+17% +$178K 0.57% 41
2014
Q1
$1.07M Buy
12,708
+2,364
+23% +$200K 0.66% 38
2013
Q4
$873K Buy
+10,344
New +$874K 0.68% 31

Other funds holding SHY

Checchi Capital Advisers's SHY Position: Q2 2026 in Review

Checchi Capital Advisers increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2% in Q2 2026, buying an estimated $107K and bringing the position to 67,264 shares worth $5.52M. The position accounts for 0.25% of the portfolio, ranked #73.

Checchi Capital Advisers first reported a position in SHY in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.15M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Checchi Capital Advisers held 67,264 shares of iShares 1-3 Year Treasury Bond ETF worth $5.52M as of Q2 2026.
  • Checchi Capital Advisers bought 1,296 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.25% of Checchi Capital Advisers's portfolio in Q2 2026, its #73 holding.
  • Checchi Capital Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $8.15M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.