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

Kinloch Capital’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	-2,975	Closed	-$247K	–	78
2024 Q3	$247K	Hold	2,975	–	–	0.12%	75
2024 Q2	$243K	Buy	+2,975	New	+$242K	0.13%	71

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kinloch Capital's SHY Position: Q4 2024 in Review

Kinloch Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 2,975 shares — an estimated $247K sold.

Kinloch Capital first reported a position in SHY in Q2 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Kinloch Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Kinloch Capital sold 2,975 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $247K.
Kinloch Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
Kinloch Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $247K in Q3 2024.
1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Kinloch Capital's 13F filing for Q4 2024, filed 18 Feb 2025.