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

New Millennium 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
Q4 		– Sell
-3
Closed -$249 – 510
2025
Q3 		$249 Buy
+3
New +$248 ﹤0.01% 406
2023
Q1 		– Sell
-135
Closed -$11K – 470
2022
Q4 		$11K Buy
+135
New +$11K 0.01% 188

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New Millennium Group's SHY Position: Q4 2025 in Review

New Millennium Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 3 shares — an estimated $249 sold.

New Millennium Group first reported a position in SHY in Q4 2022 and held it in 2 quarters. The position peaked at $11K in Q4 2022. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • New Millennium Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $249.
  • New Millennium Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • New Millennium Group's iShares 1-3 Year Treasury Bond ETF position peaked at $11K in Q4 2022.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.