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 Q2	$315K	Sell	3,837 -414	-10%	-$34K	0.03%	118
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cheviot Value Management's SHY Position: Q2 2026 in Review

Cheviot Value Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.7% in Q2 2026, selling an estimated $34K and leaving 3,837 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #118.

Cheviot Value Management first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $756K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cheviot Value Management held 3,837 shares of iShares 1-3 Year Treasury Bond ETF worth $315K as of Q2 2026.
Cheviot Value Management sold 414 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $34K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Cheviot Value Management's portfolio in Q2 2026, its #118 holding.
Cheviot Value Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's iShares 1-3 Year Treasury Bond ETF position peaked at $756K in Q1 2025.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.