New Century Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New Century Financial Group’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 Q2	–	Sell	-2,427	Closed	-$201K	–	143
2025 Q1	$201K	Sell	2,427 -7,402	-75%	-$609K	0.23%	128
2024 Q4	$806K	Sell	9,829 -204	-2%	-$16.8K	0.34%	78
2024 Q3	$834K	Sell	10,033 -27	-0.3%	-$2.23K	0.31%	98
2024 Q2	$821K	Buy	10,060 +1,226	+14%	+$99.7K	0.35%	85
2024 Q1	$722K	Sell	8,834 -12,437	-58%	-$1.02M	0.5%	66
2023 Q4	$1.75M	Buy	+21,271	New	+$1.73M	1.51%	8

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

New Century Financial Group's SHY Position: Q2 2025 in Review

New Century Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 2,427 shares — an estimated $201K sold.

New Century Financial Group first reported a position in SHY in Q4 2023 and held it in 6 quarters. The position peaked at $1.75M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

New Century Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
New Century Financial Group sold 2,427 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $201K.
New Century Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
New Century Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.75M in Q4 2023.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.