Davis Rea’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Davis Rea’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 Q3	–	Sell	-9,385	Closed	-$771K	–	44
2026 Q2	$771K	Buy	+9,385	New	+$772K	0.22%	38
2026 Q1	–	Sell	-20,415	Closed	-$1.69M	–	59
2025 Q4	$1.69M	Sell	20,415 -6,415	-24%	-$532K	0.42%	46
2025 Q3	$2.23M	Sell	26,830 -6,200	-19%	-$513K	0.54%	45
2025 Q2	$2.74M	Buy	+33,030	New	+$2.73M	0.68%	43
2025 Q1	–	Sell	-28,860	Closed	-$2.37M	–	55
2024 Q4	$2.37M	Buy	28,860 +4,315	+18%	+$355K	1.2%	18
2024 Q3	$2.04M	Buy	24,545 +13,505	+122%	+$1.11M	0.89%	22
2024 Q2	$901K	Buy	+11,040	New	+$898K	0.45%	24

Other funds holding SHY

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GTAM

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Davis Rea's SHY Position: Q3 2026 in Review

Davis Rea sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 9,385 shares — an estimated $771K sold.

Davis Rea first reported a position in SHY in Q2 2024 and held it in 7 quarters. The position peaked at $2.74M in Q2 2025. 244 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Davis Rea reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Davis Rea sold 9,385 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $771K.
Davis Rea first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 7 quarters.
Davis Rea's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74M in Q2 2025.
244 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.