A.D. Beadell Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
6,069
+543
| +10% | +$44.9K | 0.38% | 64 |
|
|
2025
Q1 | $457K | Buy |
5,526
+127
| +2% | +$10.5K | 0.38% | 59 |
|
|
2024
Q4 | $442K | Sell |
5,399
-1,006
| -16% | -$82.4K | 0.36% | 63 |
|
|
2024
Q3 | $532K | Buy |
6,405
+292
| +5% | +$24.3K | 0.43% | 57 |
|
|
2024
Q2 | $499K | Buy |
6,113
+1,488
| +32% | +$121K | 0.42% | 58 |
|
|
2024
Q1 | $378K | Buy |
4,625
+526
| +13% | +$43K | 0.33% | 57 |
|
|
2023
Q4 | $336K | Buy |
4,099
+503
| +14% | +$41.2K | 0.32% | 58 |
|
|
2023
Q3 | $291K | Buy |
3,596
+7
| +0.2% | +$566 | 0.3% | 58 |
|
|
2023
Q2 | $291K | Sell |
3,589
-479
| -12% | -$38.8K | 0.28% | 58 |
|
|
2023
Q1 | $334K | Buy |
4,068
+821
| +25% | +$67.4K | 0.3% | 58 |
|
|
2022
Q4 | $263K | Buy |
3,247
+667
| +26% | +$54K | 0.23% | 63 |
|
|
2022
Q3 | $209K | Buy |
+2,580
| New | +$209K | 0.19% | 70 |
|