ORG Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ORG Partners’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	$912K	Sell	11,011 -411	-4%	-$34.1K	0.16%	132
2025 Q3	$945K	Buy	11,422 +2	+0%	+$165	0.17%	126
2025 Q2	$944K	Sell	11,420 -7,284	-39%	-$601K	0.2%	105
2025 Q1	$1.54M	Sell	18,704 -18,999	-50%	-$1.56M	0.38%	55
2024 Q4	$3.09M	Buy	37,703 +2,049	+6%	+$168K	0.42%	52
2024 Q3	$2.97M	Buy	35,654 +15,418	+76%	+$1.27M	0.47%	45
2024 Q2	$1.65M	Buy	+20,236	New	+$1.65M	0.2%	99
2024 Q1	–	Sell	-16,293	Closed	-$1.34M	–	998
2023 Q4	$1.34M	Buy	16,293 +13,346	+453%	+$1.08M	0.22%	90
2023 Q3	$239K	Sell	2,947 -8,916	-75%	-$722K	0.07%	259
2023 Q2	$960K	Buy	+11,863	New	+$970K	0.16%	126

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

ORG Partners's SHY Position: Q4 2025 in Review

ORG Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.6% in Q4 2025, selling an estimated $34.1K and leaving 11,011 shares worth $912K. The position accounts for 0.16% of the portfolio, ranked #132.

ORG Partners first reported a position in SHY in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.09M in Q4 2024. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

ORG Partners held 11,011 shares of iShares 1-3 Year Treasury Bond ETF worth $912K as of Q4 2025.
ORG Partners sold 411 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $34.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.16% of ORG Partners's portfolio in Q4 2025, its #132 holding.
ORG Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $3.09M in Q4 2024.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.