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Navis Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Navis Wealth Advisors’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
-2,588
Closed -$212K – 108
2024
Q4 		$212K Sell
2,588
-242
-9% -$19.9K 0.23% 90
2024
Q3 		$235K Sell
2,830
-83
-3% -$6.85K 0.25% 90
2024
Q2 		$238K Buy
+2,913
New +$237K 0.27% 86
2023
Q2 		– Sell
-2,920
Closed -$240K – 90
2023
Q1 		$240K Buy
+2,920
New +$238K 0.26% 75

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

Navis Wealth Advisors's SHY Position: Q1 2025 in Review

Navis Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,588 shares — an estimated $212K sold.

Navis Wealth Advisors first reported a position in SHY in Q1 2023 and held it in 4 quarters. The position peaked at $240K in Q1 2023. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Navis Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Navis Wealth Advisors sold 2,588 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $212K.
  • Navis Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 4 quarters.
  • Navis Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $240K 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 Navis Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.