Benedict Financial Advisors’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 | $975K | Sell |
11,772
-1,764
| -13% | -$146K | 0.22% | 96 |
|
|
2025
Q1 | $1.12M | Buy |
13,536
+401
| +3% | +$33.2K | 0.26% | 93 |
|
|
2024
Q4 | $1.08M | Sell |
13,135
-4,403
| -25% | -$361K | 0.26% | 91 |
|
|
2024
Q3 | $1.46M | Buy |
17,538
+5,615
| +47% | +$467K | 0.34% | 87 |
|
|
2024
Q2 | $974K | Buy |
11,923
+1,144
| +11% | +$93.4K | 0.25% | 92 |
|
|
2024
Q1 | $882K | Buy |
10,779
+1,721
| +19% | +$141K | 0.22% | 98 |
|
|
2023
Q4 | $743K | Buy |
9,058
+1,200
| +15% | +$98.4K | 0.2% | 96 |
|
|
2023
Q3 | $636K | Sell |
7,858
-1,614
| -17% | -$131K | 0.18% | 98 |
|
|
2023
Q2 | $768K | Buy |
9,472
+236
| +3% | +$19.1K | 0.21% | 95 |
|
|
2023
Q1 | $759K | Buy |
+9,236
| New | +$759K | 0.21% | 95 |
|