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Kraft Davis & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kraft Davis & Associates’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
-4,394
Closed -$360K – 147
2024
Q4 		$360K Buy
4,394
+38
+0.9% +$3.12K 0.1% 88
2024
Q3 		$359K Buy
+4,356
New +$359K 0.11% 96

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

Kraft Davis & Associates's SHY Position: Q1 2025 in Review

Kraft Davis & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 4,394 shares — an estimated $360K sold.

Kraft Davis & Associates first reported a position in SHY in Q3 2024 and held it in 2 quarters. The position peaked at $360K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Kraft Davis & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 4,394 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $360K.
  • Kraft Davis & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $360K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Kraft Davis & Associates's 13F filing for Q1 2025, filed 24 Apr 2025.