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

Northwest Capital Management’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	-556	Closed	-$46.1K	–	205
2025 Q3	$46.1K	Hold	556	–	–	0.05%	120
2025 Q2	$46.1K	Sell	556 -800	-59%	-$66K	0.02%	171
2025 Q1	$112K	Hold	1,356	–	–	0.05%	146
2024 Q4	$111K	Sell	1,356 -183	-12%	-$15K	0.05%	142
2024 Q3	$128K	Hold	1,539	–	–	0.05%	137
2024 Q2	$126K	Sell	1,539 -6,045	-80%	-$492K	0.05%	134
2024 Q1	$620K	Buy	7,584 +98	+1%	+$8.02K	0.2%	65
2023 Q4	$614K	Sell	7,486 -274	-4%	-$22.3K	0.21%	61
2023 Q3	$628K	Sell	7,760 -5,813	-43%	-$471K	0.24%	57
2023 Q2	$1.1M	Buy	13,573 +1,121	+9%	+$91.7K	0.46%	44
2023 Q1	$1.02M	Buy	+12,452	New	+$1.02M	0.5%	44

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Capital Management's SHY Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 556 shares — an estimated $46.1K sold.

Northwest Capital Management first reported a position in SHY in Q1 2023 and held it in 11 quarters. The position peaked at $1.1M in Q2 2023. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Northwest Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 556 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $46.1K.
Northwest Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
Northwest Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q2 2023.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.