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

Novem 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 		$356K Buy
4,338
+37
+0.9% +$3.04K 0.04% 327
2026
Q1 		$355K Sell
4,301
-36
-0.8% -$2.98K 0.04% 316
2025
Q4 		$359K Sell
4,337
-125
-3% -$10.4K 0.04% 308
2025
Q3 		$370K Buy
4,462
+277
+7% +$22.9K 0.04% 301
2025
Q2 		$347K Buy
4,185
+38
+0.9% +$3.14K 0.04% 297
2025
Q1 		$343K Sell
4,147
-29
-0.7% -$2.38K 0.05% 271
2024
Q4 		$342K Buy
+4,176
New +$343K 0.05% 267

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

Novem Group's SHY Position: Q2 2026 in Review

Novem Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.86% in Q2 2026, buying an estimated $3.04K and bringing the position to 4,338 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #327.

Novem Group first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Novem Group held 4,338 shares of iShares 1-3 Year Treasury Bond ETF worth $356K as of Q2 2026.
  • Novem Group bought 37 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.04K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Novem Group's portfolio in Q2 2026, its #327 holding.
  • Novem Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's iShares 1-3 Year Treasury Bond ETF position peaked at $370K in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.