B&D White Capital Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

B&D White Capital Company’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
2024 Q4	–	Sell	-125,000	Closed	-$10.4M	–	88
2024 Q3	$10.4M	Buy	+125,000	New	+$10.3M	1.79%	14
2021 Q4	–	Sell	-3,425	Closed	-$295K	–	68
2021 Q3	$295K	Hold	3,425	–	–	0.11%	68
2021 Q2	$295K	Hold	3,425	–	–	0.13%	38
2021 Q1	$295K	Hold	3,425	–	–	0.16%	41
2020 Q4	$295K	Buy	+3,425	New	+$296K	0.17%	35

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

B&D White Capital Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 125,000 shares — an estimated $10.4M sold.

B&D White Capital Company first reported a position in SHY in Q4 2020 and held it in 5 quarters. The position peaked at $10.4M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

B&D White Capital Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
B&D White Capital Company sold 125,000 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $10.4M.
B&D White Capital Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
B&D White Capital Company's iShares 1-3 Year Treasury Bond ETF position peaked at $10.4M in Q3 2024.
1,172 funds tracked by Wall St. Rank held iShares 1-3 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.