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 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

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

Davis Rea's SHY Position: Q2 2026 in Review

Davis Rea opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 9,385 shares worth $771K. The stake represents 0.22% of the portfolio and ranks #38 among its holdings. This is a return to the name: Davis Rea previously reported a position in SHY as recently as Q4 2025.

Davis Rea first reported a position in SHY in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Davis Rea held 9,385 shares of iShares 1-3 Year Treasury Bond ETF worth $771K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Davis Rea position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Davis Rea's portfolio in Q2 2026, its #38 holding.
Davis Rea first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
Davis Rea's iShares 1-3 Year Treasury Bond ETF position peaked at $2.74M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Davis Rea's 13F filing for Q2 2026, filed 4 Aug 2026.