DCM
SHY icon

Donaldson Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Donaldson Capital Management’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
Q1 		– Sell
-4,041
Closed -$331K – 229
2024
Q4 		$331K Buy
4,041
+53
+1% +$4.36K 0.01% 186
2024
Q3 		$332K Sell
3,988
-8
-0.2% -$660 0.01% 189
2024
Q2 		$326K Buy
3,996
+87
+2% +$7.08K 0.01% 187
2024
Q1 		$320K Sell
3,909
-517
-12% -$42.3K 0.01% 182
2023
Q4 		$363K Sell
4,426
-1,737
-28% -$141K 0.02% 175
2023
Q3 		$499K Buy
6,163
+44
+0.7% +$3.56K 0.02% 158
2023
Q2 		$496K Buy
6,119
+38
+0.6% +$3.11K 0.02% 159
2023
Q1 		$500K Sell
6,081
-144
-2% -$11.7K 0.02% 159
2022
Q4 		$505K Buy
6,225
+12
+0.2% +$974 0.02% 152
2022
Q3 		$505K Buy
6,213
+18
+0.3% +$1.48K 0.03% 149
2022
Q2 		$513K Buy
6,195
+10
+0.2% +$830 0.03% 158
2022
Q1 		$516K Sell
6,185
-156
-2% -$13.2K 0.02% 174
2021
Q4 		$542K Sell
6,341
-1,677
-21% -$144K 0.02% 179
2021
Q3 		$691K Sell
8,018
-48
-0.6% -$4.14K 0.03% 145
2021
Q2 		$695K Sell
8,066
-490
-6% -$42.3K 0.04% 138
2021
Q1 		$738K Buy
8,556
+4
+0% +$345 0.04% 125
2020
Q4 		$739K Sell
8,552
-1,603
-16% -$138K 0.04% 119
2020
Q3 		$879K Sell
10,155
-588
-5% -$50.9K 0.06% 99
2020
Q2 		$930K Buy
10,743
+12
+0.1% +$1.04K 0.07% 96
2020
Q1 		$930K Buy
10,731
+7,004
+188% +$598K 0.08% 90
2019
Q4 		$315K Buy
+3,727
New +$316K 0.02% 180

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Donaldson Capital Management's SHY Position: Q1 2025 in Review

Donaldson Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 4,041 shares — an estimated $331K sold.

Donaldson Capital Management first reported a position in SHY in Q4 2019 and held it in 21 quarters. The position peaked at $930K in Q2 2020. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Donaldson Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 4,041 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $331K.
  • Donaldson Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 21 quarters.
  • Donaldson Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $930K in Q2 2020.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Donaldson Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.