Birchcreek Wealth Management’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 | $18.2M | Buy |
219,335
+13,026
| +6% | +$1.08M | 10.3% | 1 |
|
|
2025
Q1 | $17.1M | Buy |
206,309
+14,092
| +7% | +$1.17M | 10.77% | 1 |
|
|
2024
Q4 | $15.8M | Buy |
192,217
+25,035
| +15% | +$2.05M | 9.9% | 1 |
|
|
2024
Q3 | $13.9M | Buy |
167,182
+33,982
| +26% | +$2.83M | 9.11% | 1 |
|
|
2024
Q2 | $10.9M | Sell |
133,200
-3,845
| -3% | -$314K | 6.12% | 3 |
|
|
2024
Q1 | $11.2M | Buy |
137,045
+20,790
| +18% | +$1.7M | 5.89% | 3 |
|
|
2023
Q4 | $9.54M | Buy |
116,255
+22,946
| +25% | +$1.88M | 5.7% | 2 |
|
|
2023
Q3 | $7.56M | Buy |
93,309
+5,441
| +6% | +$441K | 5.12% | 2 |
|
|
2023
Q2 | $7.12M | Buy |
87,868
+23,591
| +37% | +$1.91M | 4.97% | 2 |
|
|
2023
Q1 | $5.28M | Buy |
64,277
+58,758
| +1,065% | +$4.83M | 4.18% | 3 |
|
|
2022
Q4 | $448K | Sell |
5,519
-345
| -6% | -$28K | 0.4% | 65 |
|
|
2022
Q3 | $476K | Buy |
5,864
+3,334
| +132% | +$271K | 0.44% | 60 |
|
|
2022
Q2 | $209K | Buy |
+2,530
| New | +$209K | 0.19% | 108 |
|
|
2021
Q1 | – | Sell |
-1,345
| Closed | -$116K | – | 252 |
|
|
2020
Q4 | $116K | Buy |
+1,345
| New | +$116K | 0.11% | 135 |
|