Briaud Financial Planning’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 | $20K | Buy |
252
+210
| +500% | +$16.7K | 0.01% | 171 |
|
|
2025
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 179 |
|
|
2024
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 178 |
|
|
2024
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 121 |
|
|
2024
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 122 |
|
|
2024
Q1 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 110 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$3K | – | 138 |
|
|
2023
Q3 | $3K | Sell |
42
-4,524
| -99% | -$323K | ﹤0.01% | 125 |
|
|
2023
Q2 | $370K | Hold |
4,566
| – | – | 0.35% | 14 |
|
|
2023
Q1 | $375K | Hold |
4,566
| – | – | 0.36% | 13 |
|
|
2022
Q4 | $370K | Sell |
4,566
-51
| -1% | -$4.13K | 0.3% | 13 |
|
|
2022
Q3 | $374K | Sell |
4,617
-787
| -15% | -$63.8K | 0.33% | 15 |
|
|
2022
Q2 | $447K | Buy |
+5,404
| New | +$447K | 0.29% | 13 |
|