BAM
Berkshire Asset Management’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 | $2.46M | Sell |
29,719
-2,428
| -8% | -$201K | 0.11% | 101 |
|
|
2025
Q1 | $2.65M | Sell |
32,147
-1,526
| -5% | -$126K | 0.13% | 91 |
|
|
2024
Q4 | $2.77M | Sell |
33,673
-5,986
| -15% | -$492K | 0.13% | 87 |
|
|
2024
Q3 | $3.24M | Hold |
39,659
| – | – | 0.16% | 80 |
|
|
2024
Q2 | $3.24M | Buy |
+39,659
| New | +$3.24M | 0.16% | 81 |
|
|
2019
Q4 | – | Sell |
-58,985
| Closed | -$5M | – | 217 |
|
|
2019
Q3 | $5M | Buy |
+58,985
| New | +$5M | 0.43% | 50 |
|
|
2019
Q2 | – | Sell |
-51,199
| Closed | -$4.31M | – | 223 |
|
|
2019
Q1 | $4.31M | Buy |
51,199
+9,946
| +24% | +$837K | 0.37% | 54 |
|
|
2018
Q4 | $3.45M | Buy |
41,253
+13,218
| +47% | +$1.11M | 0.32% | 61 |
|
|
2018
Q3 | $2.33M | Buy |
+28,035
| New | +$2.33M | 0.2% | 76 |
|