Beaumont Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $691K | Sell |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $6.96M | Buy |
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|
2020
Q2 | $3.39M | Sell |
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|
2020
Q1 | $39.6M | Buy |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $4.13M | Buy |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $859K | Buy |
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|
2018
Q1 | $263K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $489K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $203K | Sell |
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|
2016
Q1 | $325K | Buy |
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|
2015
Q4 | $234K | Sell |
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|
2015
Q3 | $733K | Hold |
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|
2015
Q2 | $733K | Buy |
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|
2015
Q1 | $325K | Sell |
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|
2014
Q4 | $326K | Hold |
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|
2014
Q3 | $326K | Sell |
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|
2014
Q2 | $332K | Sell |
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|
2014
Q1 | $2.18M | Sell |
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|
2013
Q4 | $25.2M | Buy |
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|
2013
Q3 | $4.17M | Sell |
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|
2013
Q2 | $4.75M | Buy |
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