Berger Financial Group’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 | $474K | Sell |
5,718
-620
| -10% | -$51.4K | 0.03% | 271 |
|
|
2025
Q1 | $524K | Sell |
6,338
-862
| -12% | -$71.3K | 0.04% | 252 |
|
|
2024
Q4 | $590K | Buy |
7,200
+881
| +14% | +$72.2K | 0.04% | 235 |
|
|
2024
Q3 | $525K | Sell |
6,319
-31
| -0.5% | -$2.58K | 0.04% | 230 |
|
|
2024
Q2 | $518K | Sell |
6,350
-521
| -8% | -$42.5K | 0.04% | 205 |
|
|
2024
Q1 | $562K | Sell |
6,871
-80
| -1% | -$6.54K | 0.05% | 193 |
|
|
2023
Q4 | $570K | Buy |
6,951
+15
| +0.2% | +$1.23K | 0.06% | 158 |
|
|
2023
Q3 | $562K | Buy |
6,936
+1,059
| +18% | +$85.7K | 0.06% | 147 |
|
|
2023
Q2 | $477K | Buy |
+5,877
| New | +$477K | 0.05% | 162 |
|