NewSquare Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NewSquare Capital’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	-298	Closed	-$24.7K	–	1058
2025 Q2	$24.7K	Hold	298	–	–	﹤0.01%	439
2025 Q1	$24.7K	Buy	+298	New	+$24.5K	﹤0.01%	319
2023 Q1	–	Sell	-75	Closed	-$6.09K	–	943
2022 Q4	$6.09K	Sell	75 -5	-6%	-$406	﹤0.01%	349
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	296
2022 Q2	$7K	Hold	80	–	–	﹤0.01%	266
2022 Q1	$7K	Buy	80 +75	+1,500%	+$6.34K	﹤0.01%	285
2021 Q4	$0	Hold	5	–	–	﹤0.01%	392
2021 Q3	$0	Hold	5	–	–	﹤0.01%	383
2021 Q2	$0	Hold	5	–	–	﹤0.01%	374
2021 Q1	$0	Hold	5	–	–	﹤0.01%	359
2020 Q4	$0	Sell	5 -60	-92%	-$5.18K	﹤0.01%	377
2020 Q3	$6K	Hold	65	–	–	﹤0.01%	256
2020 Q2	$6K	Hold	65	–	–	﹤0.01%	252
2020 Q1	$6K	Sell	65 -134,634	-100%	-$11.5M	﹤0.01%	268
2019 Q4	$11.4M	Buy	134,699 +2,620	+2%	+$222K	1.89%	17
2019 Q3	$11.2M	Sell	132,079 -1,185	-0.9%	-$100K	2.03%	16
2019 Q2	$11.3M	Buy	133,264 +443	+0.3%	+$37.3K	2.06%	16
2019 Q1	$11.2M	Buy	132,821 +1,375	+1%	+$115K	2.13%	16
2018 Q4	$11M	Buy	+131,446	New	+$10.9M	2.32%	15

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewSquare Capital's SHY Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 298 shares — an estimated $24.7K sold.

NewSquare Capital first reported a position in SHY in Q4 2018 and held it in 19 quarters. The position peaked at $11.4M in Q4 2019. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

NewSquare Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 298 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $24.7K.
NewSquare Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 19 quarters.
NewSquare Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $11.4M in Q4 2019.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.