NWF Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,556
Closed -$210K 418
2024
Q4
$210K Buy
+2,556
New +$210K 0.03% 251

Other funds holding SHY

NWF Advisory Services's SHY Position: Q1 2025 in Review

NWF Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,556 shares — an estimated $210K sold.

NWF Advisory Services first reported a position in SHY in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • NWF Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • NWF Advisory Services sold 2,556 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $210K.
  • NWF Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • NWF Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $210K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.