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Navellier & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Navellier & Associates’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
-69,130
Closed -$5.73M – 376
2025
Q2 		$5.73M Sell
69,130
-12,081
-15% -$997K 0.71% 36
2025
Q1 		$6.7M Buy
+81,211
New +$6.68M 0.93% 27
2023
Q3 		– Sell
-4,698
Closed -$381K – 339
2023
Q2 		$381K Buy
+4,698
New +$384K 0.07% 196
2023
Q1 		– Sell
-170,892
Closed -$13.9M – 298
2022
Q4 		$13.9M Sell
170,892
-9,519
-5% -$772K 2.83% 3
2022
Q3 		$14.7M Buy
+180,411
New +$14.8M 3.26% 1
2020
Q2 		– Sell
-931,456
Closed -$80.7M – 273
2020
Q1 		$80.7M Buy
931,456
+727,711
+357% +$62.2M 18.97% 1
2019
Q4 		$17.2M Sell
203,745
-402,626
-66% -$34.1M 2.78% 1
2019
Q3 		$51.4M Sell
606,371
-120,204
-17% -$10.2M 8.51% 1
2019
Q2 		$61.6M Sell
726,575
-152,304
-17% -$12.8M 9.52% 1
2019
Q1 		$73.9M Sell
878,879
-51,135
-5% -$4.28M 11.47% 1
2018
Q4 		$77.8M Buy
930,014
+924,547
+16,911% +$76.8M 13.22% 2
2018
Q3 		$454K Sell
5,467
-855
-14% -$71.1K 0.06% 203
2018
Q2 		$527K Buy
6,322
+55
+0.9% +$4.58K 0.07% 189
2018
Q1 		$524K Buy
+6,267
New +$524K 0.08% 176
2016
Q3 		– Sell
-1,943
Closed -$166K – 310
2016
Q2 		$166K Sell
1,943
-197,716
-99% -$16.8M 0.02% 231
2016
Q1 		$17M Buy
199,659
+14,297
+8% +$1.21M 2.2% 13
2015
Q4 		$15.6M Sell
185,362
-17,161
-8% -$1.45M 1.72% 24
2015
Q3 		$17.2M Buy
202,523
+197,977
+4,355% +$16.8M 1.73% 24
2015
Q2 		$386K Buy
+4,546
New +$386K 0.03% 244

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Navellier & Associates's SHY Position: Q3 2025 in Review

Navellier & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 69,130 shares — an estimated $5.73M sold.

Navellier & Associates first reported a position in SHY in Q2 2015 and held it in 19 quarters. The position peaked at $80.7M in Q1 2020. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Navellier & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Navellier & Associates sold 69,130 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.73M.
  • Navellier & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and held it in 19 quarters.
  • Navellier & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $80.7M in Q1 2020.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Navellier & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.