Narus Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Narus Financial Partners’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	-2,789	Closed	-$229K	–	157
2024 Q4	$229K	Buy	+2,789	New	+$229K	0.08%	134
2024 Q2	–	Sell	-2,450	Closed	-$200K	–	152
2024 Q1	$200K	Sell	2,450 -6,620	-73%	-$542K	0.09%	141
2023 Q4	$744K	Sell	9,070 -3,300	-27%	-$268K	0.36%	58
2023 Q3	$1M	Hold	12,370	–	–	0.51%	36
2023 Q2	$1M	Hold	12,370	–	–	0.52%	37
2023 Q1	$1.02M	Buy	12,370 +87	+0.7%	+$7.09K	0.55%	34
2022 Q4	$997K	Buy	12,283 +9,443	+333%	+$766K	0.58%	31
2022 Q3	$231K	Hold	2,840	–	–	0.15%	101
2022 Q2	$235K	Buy	+2,840	New	+$236K	0.15%	93

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Narus Financial Partners's SHY Position: Q1 2025 in Review

Narus Financial Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,789 shares — an estimated $229K sold.

Narus Financial Partners first reported a position in SHY in Q2 2022 and held it in 9 quarters. The position peaked at $1.02M in Q1 2023. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Narus Financial Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Narus Financial Partners sold 2,789 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $229K.
Narus Financial Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 9 quarters.
Narus Financial Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q1 2023.
1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Narus Financial Partners's 13F filing for Q1 2025, filed 30 Apr 2025.