Bragg Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
|
|||||
|
2025
Q1 | $236K | Hold |
|
|||||
|
2024
Q4 | $234K | Sell |
|
|||||
|
2024
Q3 | $241K | Hold |
|
|||||
|
2024
Q2 | $237K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $238K | Hold |
|
|||||
|
2023
Q3 | $235K | Hold |
|
|||||
|
2023
Q2 | $235K | Hold |
|
|||||
|
2023
Q1 | $239K | Hold |
|
|||||
|
2022
Q4 | $236K | Buy |
|
|||||
|
2022
Q3 | $235K | Sell |
|
|||||
|
2022
Q2 | $348K | Sell |
|
|||||
|
2022
Q1 | $463K | Sell |
|
|||||
|
2021
Q4 | $494K | Hold |
|
|||||
|
2021
Q3 | $494K | Hold |
|
|||||
|
2021
Q2 | $494K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $589K | Buy |
|
|||||
|
2020
Q3 | $237K | Buy |
|
|||||
|
2020
Q2 | $222K | Sell |
|
|||||
|
2020
Q1 | $313K | Buy |
|
|||||
|
2019
Q4 | $228K | Sell |
|
|||||
|
2019
Q3 | $262K | Sell |
|
|||||
|
2019
Q2 | $478K | Buy |
|
|||||
|
2019
Q1 | $365K | Sell |
|
|||||
|
2018
Q4 | $405K | Hold |
|
|||||
|
2018
Q3 | $402K | Sell |
|
|||||
|
2018
Q2 | $670K | Sell |
|
|||||
|
2018
Q1 | $806K | Buy |
|
|||||
|
2017
Q4 | $406K | Buy |
|
|||||
|
2017
Q3 | $324K | Hold |
|
|||||
|
2017
Q2 | $324K | Hold |
|
|||||
|
2017
Q1 | $325K | Hold |
|
|||||
|
2016
Q4 | $324K | Sell |
|
|||||
|
2016
Q3 | $718K | Buy |
|
|||||
|
2016
Q2 | $264K | Buy |
|
|||||
|
2016
Q1 | $201K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $205K | Sell |
|
|||||
|
2013
Q4 | $304K | Buy |
|
|||||
|
2013
Q3 | $230K | Buy |
|