BFA
Beaumont Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
4,854
+1,785
| +58% | +$148K | 0.03% | 253 |
|
|
2025
Q1 | $254K | Sell |
3,069
-18
| -0.6% | -$1.49K | 0.02% | 315 |
|
|
2024
Q4 | $253K | Buy |
3,087
+119
| +4% | +$9.76K | 0.02% | 322 |
|
|
2024
Q3 | $247K | Sell |
2,968
-1,684
| -36% | -$140K | 0.02% | 309 |
|
|
2024
Q2 | $380K | Buy |
4,652
+1,539
| +49% | +$126K | 0.03% | 239 |
|
|
2024
Q1 | $255K | Sell |
3,113
-3,792
| -55% | -$310K | 0.02% | 308 |
|
|
2023
Q4 | $566K | Buy |
6,905
+464
| +7% | +$38.1K | 0.05% | 182 |
|
|
2023
Q3 | $522K | Sell |
6,441
-115
| -2% | -$9.31K | 0.05% | 175 |
|
|
2023
Q2 | $532K | Sell |
6,556
-202
| -3% | -$16.4K | 0.05% | 182 |
|
|
2023
Q1 | $555K | Sell |
6,758
-1,507
| -18% | -$124K | 0.06% | 159 |
|
|
2022
Q4 | $671K | Buy |
8,265
+1,064
| +15% | +$86.4K | 0.07% | 157 |
|
|
2022
Q3 | $585K | Sell |
7,201
-2,651
| -27% | -$215K | 0.06% | 159 |
|
|
2022
Q2 | $816K | Buy |
9,852
+2,554
| +35% | +$212K | 0.07% | 140 |
|
|
2022
Q1 | $608K | Sell |
7,298
-777
| -10% | -$64.7K | 0.05% | 188 |
|
|
2021
Q4 | $691K | Sell |
8,075
-113
| -1% | -$9.67K | 0.05% | 178 |
|
|
2021
Q3 | $705K | Buy |
8,188
+1,490
| +22% | +$128K | 0.05% | 173 |
|
|
2021
Q2 | $577K | Sell |
6,698
-8,543
| -56% | -$736K | 0.04% | 195 |
|
|
2021
Q1 | $1.32M | Sell |
15,241
-4,505
| -23% | -$389K | 0.11% | 118 |
|
|
2020
Q4 | $1.71M | Sell |
19,746
-60,732
| -75% | -$5.25M | 0.15% | 102 |
|
|
2020
Q3 | $6.96M | Buy |
80,478
+41,296
| +105% | +$3.57M | 0.67% | 50 |
|
|
2020
Q2 | $3.39M | Sell |
39,182
-417,860
| -91% | -$36.2M | 0.35% | 70 |
|
|
2020
Q1 | $39.6M | Buy |
457,042
+453,501
| +12,807% | +$39.3M | 5% | 3 |
|
|
2019
Q4 | $300K | Sell |
3,541
-146
| -4% | -$12.4K | 0.03% | 223 |
|
|
2019
Q3 | $313K | Hold |
3,687
| – | – | 0.03% | 210 |
|
|
2019
Q2 | $313K | Sell |
3,687
-12,255
| -77% | -$1.04M | 0.03% | 190 |
|
|
2019
Q1 | $1.34M | Sell |
15,942
-33,464
| -68% | -$2.81M | 0.14% | 97 |
|
|
2018
Q4 | $4.13M | Buy |
49,406
+46,334
| +1,508% | +$3.87M | 0.67% | 36 |
|
|
2018
Q3 | $255K | Sell |
3,072
-7,231
| -70% | -$600K | 0.03% | 199 |
|
|
2018
Q2 | $859K | Buy |
10,303
+7,161
| +228% | +$597K | 0.09% | 98 |
|
|
2018
Q1 | $263K | Buy |
+3,142
| New | +$263K | 0.03% | 177 |
|
|
2017
Q2 | – | Sell |
-5,787
| Closed | -$489K | – | 191 |
|
|
2017
Q1 | $489K | Buy |
+5,787
| New | +$489K | 0.07% | 119 |
|
|
2016
Q3 | – | Sell |
-2,375
| Closed | -$203K | – | 152 |
|
|
2016
Q2 | $203K | Sell |
2,375
-1,450
| -38% | -$124K | 0.03% | 135 |
|
|
2016
Q1 | $325K | Buy |
3,825
+1,050
| +38% | +$89.2K | 0.05% | 108 |
|
|
2015
Q4 | $234K | Sell |
2,775
-5,859
| -68% | -$494K | 0.04% | 105 |
|
|
2015
Q3 | $733K | Hold |
8,634
| – | – | 0.11% | 86 |
|
|
2015
Q2 | $733K | Buy |
8,634
+4,809
| +126% | +$408K | 0.11% | 86 |
|
|
2015
Q1 | $325K | Sell |
3,825
-30
| -0.8% | -$2.55K | 0.01% | 126 |
|
|
2014
Q4 | $326K | Hold |
3,855
| – | – | 0.02% | 130 |
|
|
2014
Q3 | $326K | Sell |
3,855
-75
| -2% | -$6.34K | 0.02% | 136 |
|
|
2014
Q2 | $332K | Sell |
3,930
-21,852
| -85% | -$1.85M | 0.02% | 142 |
|
|
2014
Q1 | $2.18M | Sell |
25,782
-273,269
| -91% | -$23.1M | 0.18% | 81 |
|
|
2013
Q4 | $25.2M | Buy |
299,051
+249,700
| +506% | +$21.1M | 2.08% | 14 |
|
|
2013
Q3 | $4.17M | Sell |
49,351
-7,065
| -13% | -$597K | 0.37% | 64 |
|
|
2013
Q2 | $4.76M | Buy |
+56,416
| New | +$4.76M | 0.44% | 60 |
|