Vermillion & White Wealth Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-875	Closed	-$72.5K	–	433
2025 Q4	$72.5K	Hold	875	–	–	0.04%	120
2025 Q3	$72.6K	Sell	875 -61	-7%	-$5.04K	0.04%	121
2025 Q2	$77.6K	Sell	936 -92	-9%	-$7.59K	0.05%	106
2025 Q1	$85K	Hold	1,028	–	–	0.06%	87
2024 Q4	$84.3K	Sell	1,028 -57	-5%	-$4.69K	0.06%	95
2024 Q3	$90.2K	Sell	1,085 -30	-3%	-$2.48K	0.07%	90
2024 Q2	$91K	Sell	1,115 -12	-1%	-$976	0.07%	91
2024 Q1	$92.2K	Hold	1,127	–	–	0.07%	86
2023 Q4	$92.5K	Buy	+1,127	New	+$91.6K	0.09%	65

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vermillion & White Wealth Management Group's SHY Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 875 shares — an estimated $72.5K sold.

Vermillion & White Wealth Management Group first reported a position in SHY in Q4 2023 and held it in 9 quarters. The position peaked at $92.5K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 875 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $72.5K.
Vermillion & White Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $92.5K in Q4 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.