Aspiriant LLC’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 | $1.05M | Buy |
12,722
+5,249
| +70% | +$435K | 0.03% | 144 |
|
|
2025
Q1 | $618K | Buy |
7,473
+1,418
| +23% | +$117K | 0.02% | 170 |
|
|
2024
Q4 | $496K | Sell |
6,055
-80
| -1% | -$6.56K | 0.02% | 189 |
|
|
2024
Q3 | $510K | Buy |
6,135
+1,390
| +29% | +$116K | 0.02% | 187 |
|
|
2024
Q2 | $387K | Hold |
4,745
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $388K | Buy |
+4,745
| New | +$388K | 0.02% | 220 |
|
|
2015
Q4 | – | Sell |
-2,390
| Closed | -$203K | – | 88 |
|
|
2015
Q3 | $203K | Hold |
2,390
| – | – | 0.02% | 102 |
|
|
2015
Q2 | $203K | Buy |
+2,390
| New | +$203K | 0.02% | 110 |
|