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B&D White Capital Company’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

B&D White Capital Company’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70,000
Closed -$7.74M – 87
2024
Q3 		$7.74M Buy
+70,000
New +$7.72M 1.33% 16

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

B&D White Capital Company's SHV Position: Q4 2024 in Review

B&D White Capital Company sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 70,000 shares — an estimated $7.74M sold.

B&D White Capital Company first reported a position in SHV in Q3 2024 and held it in 1 quarter. The position peaked at $7.74M in Q3 2024. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • B&D White Capital Company reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B&D White Capital Company sold 70,000 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $7.74M.
  • B&D White Capital Company first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • B&D White Capital Company's iShares 0-1 Year Treasury Bond ETF position peaked at $7.74M in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on B&D White Capital Company's 13F filing for Q4 2024, filed 4 Feb 2025.