Bond & Devick Financial Network’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 | $407K | Hold |
4,907
| – | – | 0.14% | 99 |
|
|
2025
Q1 | $406K | Sell |
4,907
-467
| -9% | -$38.6K | 0.15% | 91 |
|
|
2024
Q4 | $447K | Hold |
5,374
| – | – | 0.19% | 94 |
|
|
2024
Q3 | $447K | Buy |
5,374
+1,647
| +44% | +$137K | 0.19% | 94 |
|
|
2024
Q2 | $304K | Buy |
+3,727
| New | +$304K | 0.16% | 108 |
|
|
2024
Q1 | – | Sell |
-4,057
| Closed | -$333K | – | 144 |
|
|
2023
Q4 | $333K | Buy |
4,057
+422
| +12% | +$34.6K | 0.19% | 97 |
|
|
2023
Q3 | $294K | Sell |
3,635
-664
| -15% | -$53.8K | 0.19% | 99 |
|
|
2023
Q2 | $349K | Sell |
4,299
-2,331
| -35% | -$189K | 0.22% | 89 |
|
|
2023
Q1 | $545K | Sell |
6,630
-428
| -6% | -$35.2K | 0.35% | 60 |
|
|
2022
Q4 | $573K | Buy |
7,058
+2,773
| +65% | +$225K | 0.41% | 52 |
|
|
2022
Q3 | $348K | Sell |
4,285
-984
| -19% | -$79.9K | 0.29% | 77 |
|
|
2022
Q2 | $436K | Buy |
+5,269
| New | +$436K | 0.38% | 62 |
|