PW Nova Financial Services
SHY icon

PW Nova Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

PW Nova Financial Services’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
Q3 		$3.91M Buy
48,091
+15,743
+49% +$1.29M 0.8% 39
2026
Q2 		$2.66M Buy
+32,348
New +$2.66M 0.57% 48
2026
Q1 		– Sell
-24,719
Closed -$2.05M – 42
2025
Q4 		$2.05M Buy
+24,719
New +$2.05M 0.78% 31

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PW Nova Financial Services's SHY Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 49% in Q3 2026, buying an estimated $1.29M and bringing the position to 48,091 shares worth $3.91M. The position accounts for 0.8% of the portfolio, ranked #39.

PW Nova Financial Services first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • PW Nova Financial Services held 48,091 shares of iShares 1-3 Year Treasury Bond ETF worth $3.91M as of Q3 2026.
  • PW Nova Financial Services bought 15,743 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.29M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.8% of PW Nova Financial Services's portfolio in Q3 2026, its #39 holding.
  • PW Nova Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.