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Napatree Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Napatree Capital’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 		$263K Hold
3,176
– – 0.15% 167
2024
Q4 		$260K Hold
3,176
– – 0.15% 154
2024
Q3 		$264K Buy
3,176
+1
+0% +$83 0.18% 128
2024
Q2 		$259K Buy
3,175
+65
+2% +$5.29K 0.21% 114
2024
Q1 		$252K Hold
3,110
– – 0.24% 101
2023
Q4 		$255K Buy
+3,110
New +$253K 0.26% 100

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

Napatree Capital's SHY Position: Q1 2025 in Review

Napatree Capital held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2025 at 3,176 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #167.

Napatree Capital first reported a position in SHY in Q4 2023 and has held it in 6 quarters since. The position peaked at $264K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Napatree Capital held 3,176 shares of iShares 1-3 Year Treasury Bond ETF worth $263K as of Q1 2025.
  • Napatree Capital left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2025.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of Napatree Capital's portfolio in Q1 2025, its #167 holding.
  • Napatree Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $264K in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.