Atwood & Palmer’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atwood & Palmer’s Portfolio SHY Stock Details SHY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$55.2M	Buy
2025 Q2	$54.7M	Buy
2025 Q1	$46.4M	Buy
2024 Q4	$44.4M	Buy
2024 Q3	$42.1M	Buy
2024 Q2	$39.8M	Buy
2024 Q1	$39.4M	Buy
2023 Q4	$35.4M	Buy
2023 Q3	$34.3M	Buy
2023 Q2	$17M	Buy
2023 Q1	$16.6M	Buy
2022 Q4	$16.2M	Buy
2022 Q3	$14.6M	Buy
2022 Q1	–	Sell
2021 Q4	$74K	Hold
2021 Q3	$75K	Hold
2021 Q2	$75K	Hold
2021 Q1	$75K	Hold
2020 Q4	$75K	Hold
2020 Q3	$75K	Hold
2020 Q2	$75K	Hold
2020 Q1	$75K	Hold
2019 Q4	$73K	Hold
2019 Q3	$74K	Hold
2019 Q2	$74K	Hold
2019 Q1	$73K	Hold
2018 Q4	$73K	Hold
2018 Q3	$72K	Hold
2018 Q2	$72K	Hold
2018 Q1	$73K	Hold
2017 Q4	$73K	Hold
2017 Q3	$73K	Hold
2017 Q2	$73K	Hold
2017 Q1	$73K	Hold
2016 Q4	$73K	Hold
2016 Q3	$74K	Hold
2016 Q2	$74K	Hold
2016 Q1	$74K	Sell
2015 Q4	$75K	Hold
2015 Q3	$75K	Hold
2015 Q2	$75K	Hold
2015 Q1	$75K	Sell
2014 Q4	$105K	Hold
2014 Q3	$105K	Hold
2014 Q2	$105K	Buy