Chilton Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Chilton Capital 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	$52.6K	Hold	640	–	–	﹤0.01%	345
2026 Q1	$52.8K	Hold	640	–	–	﹤0.01%	326
2025 Q4	$53K	Hold	640	–	–	﹤0.01%	332
2025 Q3	$53.1K	Hold	640	–	–	﹤0.01%	344
2025 Q2	$53K	Hold	640	–	–	﹤0.01%	327
2025 Q1	$52.9K	Hold	640	–	–	﹤0.01%	315
2024 Q4	$52.5K	Hold	640	–	–	﹤0.01%	329
2024 Q3	$53.2K	Sell	640 -300	-32%	-$24.8K	﹤0.01%	347
2024 Q2	$76.8K	Buy	+940	New	+$76.5K	﹤0.01%	312
2022 Q3	–	Sell	-44	Closed	-$4K	–	558
2022 Q2	$4K	Buy	+44	New	+$3.65K	﹤0.01%	561
2022 Q1	–	Sell	-44	Closed	-$4K	–	551
2021 Q4	$4K	Buy	+44	New	+$3.77K	﹤0.01%	571
2021 Q2	–	Sell	-2,500	Closed	-$216K	–	218
2021 Q1	$216K	Hold	2,500	–	–	0.01%	186
2020 Q4	$216K	Hold	2,500	–	–	0.02%	170
2020 Q3	$216K	Hold	2,500	–	–	0.02%	170
2020 Q2	$217K	Hold	2,500	–	–	0.02%	164
2020 Q1	$217K	Hold	2,500	–	–	0.02%	164
2019 Q4	$212K	Hold	2,500	–	–	0.02%	182
2019 Q3	$212K	Hold	2,500	–	–	0.02%	177
2019 Q2	$212K	Hold	2,500	–	–	0.02%	178
2019 Q1	$210K	Hold	2,500	–	–	0.02%	179
2018 Q4	$209K	Hold	2,500	–	–	0.02%	181
2018 Q3	$208K	Hold	2,500	–	–	0.02%	203
2018 Q2	$208K	Hold	2,500	–	–	0.02%	206
2018 Q1	$209K	Hold	2,500	–	–	0.02%	191
2017 Q4	$210K	Hold	2,500	–	–	0.02%	166
2017 Q3	$211K	Hold	2,500	–	–	0.02%	165
2017 Q2	$211K	Buy	+2,500	New	+$211K	0.02%	147
2014 Q2	–	Sell	-2,500	Closed	-$211K	–	170
2014 Q1	$211K	Sell	2,500 -120	-5%	-$10.1K	0.02%	152
2013 Q4	$221K	Hold	2,620	–	–	0.02%	186
2013 Q3	$221K	Hold	2,620	–	–	0.03%	185
2013 Q2	$221K	Buy	+2,620	New	+$221K	0.03%	188

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

Chilton Capital Management's SHY Position: Q2 2026 in Review

Chilton Capital Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 640 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Chilton Capital Management first reported a position in SHY in Q2 2013 and has held it in 31 quarters since. The position peaked at $221K in Q3 2013. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Chilton Capital Management held 640 shares of iShares 1-3 Year Treasury Bond ETF worth $52.6K as of Q2 2026.
Chilton Capital Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #345 holding.
Chilton Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 31 quarters since.
Chilton Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $221K in Q3 2013.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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