CIA
SHY icon

Choate Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Choate Investment Advisors’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 		$2.28M Buy
27,739
+3,507
+14% +$288K 0.04% 160
2026
Q1 		$2M Buy
24,232
+14,858
+159% +$1.23M 0.04% 160
2025
Q4 		$776K Buy
+9,374
New +$777K 0.02% 256
2025
Q3 		– Sell
-1,183
Closed -$98K – 485
2025
Q2 		$98K Buy
+1,183
New +$97.7K ﹤0.01% 425
2023
Q4 		– Sell
-1,448
Closed -$117K – 453
2023
Q3 		$117K Sell
1,448
-124
-8% -$10K ﹤0.01% 370
2023
Q2 		$127K Hold
1,572
– – 0.01% 297
2023
Q1 		$129K Hold
1,572
– – 0.01% 269
2022
Q4 		$128K Hold
1,572
– – 0.01% 280
2022
Q3 		$128K Sell
1,572
-2,509
-61% -$206K 0.01% 249
2022
Q2 		$338K Buy
4,081
+2,359
+137% +$196K 0.02% 201
2022
Q1 		$144K Hold
1,722
– – 0.01% 300
2021
Q4 		$147K Sell
1,722
-175
-9% -$15K 0.01% 288
2021
Q3 		$163K Sell
1,897
-58
-3% -$5K 0.01% 258
2021
Q2 		$168K Hold
1,955
– – 0.01% 269
2021
Q1 		$169K Sell
1,955
-58
-3% -$5.01K 0.01% 251
2020
Q4 		$174K Sell
2,013
-1,089
-35% -$94.1K 0.01% 238
2020
Q3 		$268K Buy
+3,102
New +$268K 0.02% 218
2018
Q3 		– Sell
-2,427
Closed -$202K – 222
2018
Q2 		$202K Hold
2,427
– – 0.01% 224
2018
Q1 		$203K Hold
2,427
– – 0.01% 230
2017
Q4 		$204K Hold
2,427
– – 0.01% 234
2017
Q3 		$205K Sell
2,427
-119
-5% -$10.1K 0.01% 242
2017
Q2 		$215K Hold
2,546
– – 0.01% 232
2017
Q1 		$215K Sell
2,546
-60
-2% -$5.07K 0.01% 238
2016
Q4 		$220K Hold
2,606
– – 0.01% 224
2016
Q3 		$222K Buy
+2,606
New +$222K 0.01% 223

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Choate Investment Advisors's SHY Position: Q2 2026 in Review

Choate Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, buying an estimated $288K and bringing the position to 27,739 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #160.

Choate Investment Advisors first reported a position in SHY in Q3 2016 and has held it in 25 quarters since. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Choate Investment Advisors held 27,739 shares of iShares 1-3 Year Treasury Bond ETF worth $2.28M as of Q2 2026.
  • Choate Investment Advisors bought 3,507 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $288K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Choate Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Choate Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and has held it in 25 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.