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White Pine Investment Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

White Pine Investment Company’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
Q2 		– Sell
-4,635
Closed -$383K – 73
2026
Q1 		$383K Sell
4,635
-1,688
-27% -$140K 0.09% 58
2025
Q4 		$524K Sell
6,323
-55,514
-90% -$4.6M 0.12% 55
2025
Q3 		$5.13M Sell
61,837
-69,172
-53% -$5.72M 1.22% 36
2025
Q2 		$10.9M Buy
131,009
+5,543
+4% +$458K 2.71% 10
2025
Q1 		$10.4M Buy
125,466
+5,497
+5% +$452K 2.79% 8
2024
Q4 		$9.84M Buy
119,969
+11,395
+10% +$937K 2.66% 10
2024
Q3 		$9.03M Buy
108,574
+2,317
+2% +$191K 2.48% 12
2024
Q2 		$8.68M Buy
106,257
+4,190
+4% +$341K 2.55% 11
2024
Q1 		$8.35M Buy
102,067
+5,062
+5% +$414K 2.47% 11
2023
Q4 		$7.96M Buy
97,005
+4,852
+5% +$394K 2.57% 11
2023
Q3 		$7.46M Sell
92,153
-2,713
-3% -$220K 2.62% 10
2023
Q2 		$7.69M Buy
94,866
+13,067
+16% +$1.07M 2.65% 9
2023
Q1 		$6.72M Buy
81,799
+10,521
+15% +$858K 2.41% 13
2022
Q4 		$5.79M Buy
71,278
+35,298
+98% +$2.86M 2.2% 17
2022
Q3 		$2.92M Buy
+35,980
New +$2.96M 1.21% 34

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

White Pine Investment Company's SHY Position: Q2 2026 in Review

White Pine Investment Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 4,635 shares — an estimated $383K sold.

White Pine Investment Company first reported a position in SHY in Q3 2022 and held it in 15 quarters. The position peaked at $10.9M in Q2 2025. 707 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • White Pine Investment Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • White Pine Investment Company sold 4,635 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $383K.
  • White Pine Investment Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 15 quarters.
  • White Pine Investment Company's iShares 1-3 Year Treasury Bond ETF position peaked at $10.9M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.