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First National Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First National Trust’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
Q1 		– Sell
-11,569
Closed -$948K – 405
2024
Q4 		$948K Hold
11,569
– – 0.04% 245
2024
Q3 		$962K Buy
11,569
+550
+5% +$45.4K 0.04% 234
2024
Q2 		$900K Sell
11,019
-344
-3% -$28K 0.04% 230
2024
Q1 		$929K Sell
11,363
-228
-2% -$18.7K 0.04% 225
2023
Q4 		$951K Buy
11,591
+18
+0.2% +$1.46K 0.04% 218
2023
Q3 		$937K Sell
11,573
-400
-3% -$32.4K 0.04% 205
2023
Q2 		$971K Buy
11,973
+20
+0.2% +$1.64K 0.05% 205
2023
Q1 		$982K Sell
11,953
-1,867
-14% -$152K 0.05% 196
2022
Q4 		$1.12M Buy
13,820
+10,250
+287% +$832K 0.06% 178
2022
Q3 		$290K Sell
3,570
-225
-6% -$18.5K 0.02% 303
2022
Q2 		$315K Sell
3,795
-1,060
-22% -$87.9K 0.02% 297
2022
Q1 		$405K Buy
4,855
+105
+2% +$8.87K 0.02% 288
2021
Q4 		$406K Buy
4,750
+1,215
+34% +$104K 0.02% 296
2021
Q3 		$305K Hold
3,535
– – 0.02% 307
2021
Q2 		$305K Buy
+3,535
New +$305K 0.02% 300
2015
Q4 		– Sell
-2,902
Closed -$247K – 309
2015
Q3 		$247K Sell
2,902
-2,894
-50% -$245K 0.04% 249
2015
Q2 		$492K Buy
+5,796
New +$492K 0.08% 195

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First National Trust's SHY Position: Q1 2025 in Review

First National Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 11,569 shares — an estimated $948K sold.

First National Trust first reported a position in SHY in Q2 2015 and held it in 17 quarters. The position peaked at $1.12M in Q4 2022. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • First National Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • First National Trust sold 11,569 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $948K.
  • First National Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and held it in 17 quarters.
  • First National Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $1.12M in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on First National Trust's 13F filing for Q1 2025, filed 8 May 2025.