1 North Wealth Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

1 North Wealth Services’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
2025 Q2	–	Hold	0	–	–	–	267
2025 Q1	–	Hold	0	–	–	–	269
2019 Q4	$25K	Hold	301	–	–	0.02%	136
2019 Q3	$25K	Buy	+301	New	+$25.5K	0.02%	103
2019 Q1	$51K	Hold	601	–	–	0.04%	71
2018 Q4	$50K	Buy	+601	New	+$49.9K	0.04%	69

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1 North Wealth Services's SHY Position: Q2 2025 in Review

1 North Wealth Services held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2025 at 0 shares worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #267.

1 North Wealth Services first reported a position in SHY in Q4 2018 and has held it in 4 quarters since. The position peaked at $51K in Q1 2019. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

1 North Wealth Services held 0 shares of iShares 1-3 Year Treasury Bond ETF worth $38 as of Q2 2025.
1 North Wealth Services left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2025.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2025, its #267 holding.
1 North Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's iShares 1-3 Year Treasury Bond ETF position peaked at $51K in Q1 2019.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on 1 North Wealth Services's 13F filing for Q2 2025, filed 23 Jul 2025.