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

Northeast 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
2026
Q1 		$275K Sell
3,326
-303
-8% -$25.1K 0.07% 71
2025
Q4 		$301K Sell
3,629
-134
-4% -$11.1K 0.07% 77
2025
Q3 		$312K Sell
3,763
-57
-1% -$4.71K 0.08% 67
2025
Q2 		$317K Sell
3,820
-135
-3% -$11.1K 0.09% 72
2025
Q1 		$327K Sell
3,955
-118
-3% -$9.7K 0.11% 66
2024
Q4 		$334K Sell
4,073
-431
-10% -$35.4K 0.12% 64
2024
Q3 		$375K Sell
4,504
-17,560
-80% -$1.45M 0.14% 58
2024
Q2 		$1.8M Sell
22,064
-1,293
-6% -$105K 0.77% 28
2024
Q1 		$1.91M Sell
23,357
-1,669
-7% -$137K 0.84% 24
2023
Q4 		$2.05M Sell
25,026
-4,114
-14% -$334K 1.01% 22
2023
Q3 		$2.36M Sell
29,140
-185
-0.6% -$15K 1.45% 14
2023
Q2 		$2.38M Sell
29,325
-3,962
-12% -$324K 1.52% 14
2023
Q1 		$2.72M Buy
33,287
+56
+0.2% +$4.57K 1.97% 12
2022
Q4 		$2.7M Buy
+33,231
New +$2.7M 2.14% 13

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northeast Financial Group's SHY Position: Q1 2026 in Review

Northeast Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.3% in Q1 2026, selling an estimated $25.1K and leaving 3,326 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #71.

Northeast Financial Group first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q1 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Northeast Financial Group held 3,326 shares of iShares 1-3 Year Treasury Bond ETF worth $275K as of Q1 2026.
  • Northeast Financial Group sold 303 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $25.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Northeast Financial Group's portfolio in Q1 2026, its #71 holding.
  • Northeast Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Northeast Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.72M in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.