Norden Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Norden 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 Q1	–	Sell	-5,417	Closed	-$449K	–	670
2025 Q4	$449K	Hold	5,417	–	–	0.04%	354
2025 Q3	$449K	Sell	5,417 -23,329	-81%	-$1.93M	0.05%	369
2025 Q2	$2.38M	Buy	28,746 +19,778	+221%	+$1.63M	0.26%	80
2025 Q1	$742K	Sell	8,968 -3,353	-27%	-$276K	0.09%	228
2024 Q4	$1.01M	Buy	12,321 +9,253	+302%	+$761K	0.11%	187
2024 Q3	$255K	Sell	3,068 -40,199	-93%	-$3.32M	0.03%	434
2024 Q2	$3.53M	Sell	43,267 -7,063	-14%	-$575K	0.71%	31
2024 Q1	$4.12M	Buy	+50,330	New	+$4.12M	0.84%	25

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Norden Group's SHY Position: Q1 2026 in Review

Norden Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5,417 shares — an estimated $449K sold.

Norden Group first reported a position in SHY in Q1 2024 and held it in 8 quarters. The position peaked at $4.12M in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Norden Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Norden Group sold 5,417 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $449K.
Norden Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Norden Group's iShares 1-3 Year Treasury Bond ETF position peaked at $4.12M in Q1 2024.
1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.