Brady Family Wealth’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 | $5.31M | Buy |
64,055
+8,380
| +15% | +$694K | 1.64% | 19 |
|
|
2025
Q1 | $4.61M | Buy |
55,675
+1,448
| +3% | +$120K | 1.47% | 26 |
|
|
2024
Q4 | $4.45M | Buy |
54,227
+4,386
| +9% | +$360K | 1.36% | 26 |
|
|
2024
Q3 | $4.14M | Buy |
49,841
+1,549
| +3% | +$129K | 1.24% | 32 |
|
|
2024
Q2 | $3.94M | Buy |
48,292
+2,812
| +6% | +$230K | 1.27% | 31 |
|
|
2024
Q1 | $3.72M | Buy |
45,480
+3,568
| +9% | +$292K | 1.21% | 33 |
|
|
2023
Q4 | $3.44M | Buy |
41,912
+6,398
| +18% | +$525K | 1.18% | 34 |
|
|
2023
Q3 | $2.88M | Buy |
35,514
+1,754
| +5% | +$142K | 1.11% | 39 |
|
|
2023
Q2 | $2.74M | Buy |
33,760
+4,265
| +14% | +$346K | 1.02% | 40 |
|
|
2023
Q1 | $2.42M | Buy |
29,495
+4,294
| +17% | +$353K | 0.96% | 42 |
|
|
2022
Q4 | $2.05M | Buy |
+25,201
| New | +$2.05M | 0.84% | 43 |
|