Bray Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bray Capital Advisors’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	$24.2K	Hold	295	–	–	0.01%	208
2024 Q3	$24.5K	Hold	295	–	–	0.01%	208
2024 Q2	$24.1K	Hold	295	–	–	0.01%	206
2024 Q1	$24.1K	Hold	295	–	–	0.01%	212
2023 Q4	$24.2K	Hold	295	–	–	0.01%	206
2023 Q3	$23.9K	Hold	295	–	–	0.01%	206
2023 Q2	$23.9K	Hold	295	–	–	0.01%	207
2023 Q1	$24.2K	Hold	295	–	–	0.01%	212
2022 Q4	$23.9K	Hold	295	–	–	0.01%	214
2022 Q3	$24K	Hold	295	–	–	0.01%	221
2022 Q2	$24K	Hold	295	–	–	0.01%	220
2022 Q1	$25K	Hold	295	–	–	0.01%	222
2021 Q4	$25K	Hold	295	–	–	0.01%	227
2021 Q3	$25K	Hold	295	–	–	0.01%	223
2021 Q2	$25K	Hold	295	–	–	0.01%	222
2021 Q1	$25K	Hold	295	–	–	0.01%	219
2020 Q4	$25K	Hold	295	–	–	0.01%	217
2020 Q3	$26K	Hold	295	–	–	0.01%	206
2020 Q2	$26K	Hold	295	–	–	0.01%	207
2020 Q1	$26K	Hold	295	–	–	0.01%	202
2019 Q4	$25K	Hold	295	–	–	0.01%	215
2019 Q3	$25K	Hold	295	–	–	0.01%	219
2019 Q2	$25K	Hold	295	–	–	0.01%	227
2019 Q1	$25K	Hold	295	–	–	0.01%	223
2018 Q4	$25K	Hold	295	–	–	0.01%	223
2018 Q3	$25K	Hold	295	–	–	0.01%	229
2018 Q2	$25K	Hold	295	–	–	0.01%	269
2018 Q1	$25K	Buy	+295	New	+$24.6K	0.01%	260
2015 Q4	–	Sell	-355	Closed	-$30K	–	270
2015 Q3	$30K	Sell	355 -400	-53%	-$33.9K	0.02%	245
2015 Q2	$64K	Buy	+755	New	+$64K	0.04%	206

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 $1.6B AUM 20.7% 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

Bray Capital Advisors's SHY Position: Q4 2024 in Review

Bray Capital Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q4 2024 at 295 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #208.

Bray Capital Advisors first reported a position in SHY in Q2 2015 and has held it in 30 quarters since. The position peaked at $64K in Q2 2015. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Bray Capital Advisors held 295 shares of iShares 1-3 Year Treasury Bond ETF worth $24.2K as of Q4 2024.
Bray Capital Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q4 2024.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #208 holding.
Bray Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $64K in Q2 2015.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.