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

Newbridge Financial Services 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
2026
Q2 		$70.5K Buy
858
+611
+247% +$50.2K 0.01% 404
2026
Q1 		$20.4K Buy
+247
New +$20.4K ﹤0.01% 634
2023
Q4 		– Sell
-383
Closed -$31K – 1307
2023
Q3 		$31K Sell
383
-31
-7% -$2.51K 0.02% 542
2023
Q2 		$33.6K Sell
414
-493
-54% -$40.3K 0.02% 557
2023
Q1 		$74.5K Buy
907
+125
+16% +$10.2K 0.04% 373
2022
Q4 		$63.4K Buy
782
+3
+0.4% +$243 0.04% 402
2022
Q3 		$63K Buy
779
+680
+687% +$56K 0.04% 399
2022
Q2 		$8K Hold
99
– – 0.01% 927
2022
Q1 		$8K Buy
99
+66
+200% +$5.58K ﹤0.01% 996
2021
Q4 		$3K Sell
33
-501
-94% -$43K ﹤0.01% 1183
2021
Q3 		$46K Buy
534
+33
+7% +$2.85K 0.03% 437
2021
Q2 		$43K Sell
501
-334
-40% -$28.8K 0.03% 489
2021
Q1 		$72K Buy
835
+212
+34% +$18.3K 0.05% 319
2020
Q4 		$54K Sell
623
-161
-21% -$13.9K 0.04% 318
2020
Q3 		$68K Buy
+784
New +$67.8K 0.07% 255

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's SHY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 247% in Q2 2026, buying an estimated $50.2K and bringing the position to 858 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #404.

Newbridge Financial Services Group first reported a position in SHY in Q3 2020 and has held it in 15 quarters since. The position peaked at $74.5K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Newbridge Financial Services Group held 858 shares of iShares 1-3 Year Treasury Bond ETF worth $70.5K as of Q2 2026.
  • Newbridge Financial Services Group bought 611 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #404 holding.
  • Newbridge Financial Services Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's iShares 1-3 Year Treasury Bond ETF position peaked at $74.5K in Q1 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.