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 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

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

Davis Rea's SHY Position: Q1 2026 in Review

Davis Rea sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 20,415 shares — an estimated $1.69M sold.

Davis Rea first reported a position in SHY in Q2 2024 and held it in 6 quarters. The position peaked at $2.74M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Davis Rea reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Davis Rea sold 20,415 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.69M.
Davis Rea first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
Davis Rea's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74M in Q2 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Davis Rea's 13F filing for Q1 2026, filed 30 Apr 2026.