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

Chesley Taft & 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	$2.55M	Buy	31,008 +598	+2%	+$49.2K	0.1%	144
2026 Q1	$2.51M	Sell	30,410 -1,550	-5%	-$128K	0.11%	136
2025 Q4	$2.65M	Buy	31,960 +605	+2%	+$50.2K	0.1%	134
2025 Q3	$2.6M	Sell	31,355 -540	-2%	-$44.7K	0.11%	129
2025 Q2	$2.64M	Buy	31,895 +170	+0.5%	+$14K	0.12%	130
2025 Q1	$2.62M	Buy	31,725 +661	+2%	+$54.4K	0.13%	121
2024 Q4	$2.55M	Buy	31,064 +30	+0.1%	+$2.47K	0.12%	121
2024 Q3	$2.58M	Sell	31,034 -370	-1%	-$30.5K	0.12%	122
2024 Q2	$2.56M	Sell	31,404 -1,306	-4%	-$106K	0.13%	118
2024 Q1	$2.68M	Sell	32,710 -5,465	-14%	-$447K	0.14%	121
2023 Q4	$3.13M	Buy	38,175 +2,525	+7%	+$205K	0.18%	105
2023 Q3	$2.89M	Buy	35,650 +3,780	+12%	+$306K	0.19%	109
2023 Q2	$2.58M	Buy	31,870 +24,695	+344%	+$2.02M	0.16%	121
2023 Q1	$589K	Buy	7,175 +1,399	+24%	+$114K	0.04%	213
2022 Q4	$469K	Buy	5,776 +2,526	+78%	+$205K	0.03%	218
2022 Q3	$264K	Hold	3,250	–	–	0.02%	260
2022 Q2	$269K	Buy	+3,250	New	+$270K	0.02%	268
2022 Q1	–	Sell	-5,982	Closed	-$512K	–	307
2021 Q4	$512K	Buy	5,982 +2,500	+72%	+$214K	0.03%	234
2021 Q3	$300K	Sell	3,482 -825	-19%	-$71.1K	0.02%	273
2021 Q2	$371K	Sell	4,307 -700	-14%	-$60.4K	0.02%	252
2021 Q1	$432K	Hold	5,007	–	–	0.03%	237
2020 Q4	$433K	Sell	5,007 -350	-7%	-$30.2K	0.03%	227
2020 Q3	$463K	Hold	5,357	–	–	0.03%	202
2020 Q2	$464K	Buy	5,357 +1,332	+33%	+$115K	0.04%	195
2020 Q1	$349K	Buy	4,025 +975	+32%	+$83.3K	0.03%	201
2019 Q4	$258K	Buy	3,050 +450	+17%	+$38.1K	0.02%	252
2019 Q3	$221K	Sell	2,600 -45	-2%	-$3.81K	0.02%	256
2019 Q2	$224K	Sell	2,645 -100	-4%	-$8.42K	0.02%	241
2019 Q1	$231K	Buy	+2,745	New	+$230K	0.02%	243

Other funds holding SHY

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Chesley Taft & Associates's SHY Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2% in Q2 2026, buying an estimated $49.2K and bringing the position to 31,008 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #144.

Chesley Taft & Associates first reported a position in SHY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.13M in Q4 2023. 260 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Chesley Taft & Associates held 31,008 shares of iShares 1-3 Year Treasury Bond ETF worth $2.55M as of Q2 2026.
Chesley Taft & Associates bought 598 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Chesley Taft & Associates's portfolio in Q2 2026, its #144 holding.
Chesley Taft & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
Chesley Taft & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $3.13M in Q4 2023.
260 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.