Harvest Investment Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Harvest Investment 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 Q3	–	Sell	-4,089	Closed	-$339K	–	371
2025 Q2	$339K	Buy	4,089 +1,629	+66%	+$134K	0.08%	239
2025 Q1	$203K	Buy	2,460 +16	+0.7%	+$1.32K	0.06%	262
2024 Q4	$200K	Buy	+2,444	New	+$201K	0.05%	275
2023 Q1	–	Sell	-3,744	Closed	-$304K	–	153
2022 Q4	$304K	Sell	3,744 -80	-2%	-$6.49K	0.32%	88
2022 Q3	$310K	Buy	+3,824	New	+$315K	0.38%	81
2019 Q4	–	Sell	-2,839	Closed	-$240K	–	177
2019 Q3	$240K	Buy	+2,839	New	+$241K	0.12%	137

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harvest Investment Services's SHY Position: Q3 2025 in Review

Harvest Investment Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 4,089 shares — an estimated $339K sold.

Harvest Investment Services first reported a position in SHY in Q3 2019 and held it in 6 quarters. The position peaked at $339K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Harvest Investment Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Harvest Investment Services sold 4,089 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $339K.
Harvest Investment Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
Harvest Investment Services's iShares 1-3 Year Treasury Bond ETF position peaked at $339K in Q2 2025.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.