Cheviot Value Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cheviot Value Management’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 Q1	$351K	Sell	4,251 -76	-2%	-$6.29K	0.04%	106
2025 Q4	$359K	Sell	4,327 -420	-9%	-$34.8K	0.04%	106
2025 Q3	$395K	Sell	4,747 -84	-2%	-$6.95K	0.04%	99
2025 Q2	$399K	Sell	4,831 -4,330	-47%	-$357K	0.05%	85
2025 Q1	$756K	Buy	+9,161	New	+$753K	0.09%	60

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cheviot Value Management's SHY Position: Q1 2026 in Review

Cheviot Value Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q1 2026, selling an estimated $6.29K and leaving 4,251 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #106.

Cheviot Value Management first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $756K in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Cheviot Value Management held 4,251 shares of iShares 1-3 Year Treasury Bond ETF worth $351K as of Q1 2026.
Cheviot Value Management sold 76 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.29K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Cheviot Value Management's portfolio in Q1 2026, its #106 holding.
Cheviot Value Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's iShares 1-3 Year Treasury Bond ETF position peaked at $756K in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.