Brickley 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 | $432K | Hold |
5,208
| – | – | 0.08% | 35 |
|
|
2025
Q1 | $431K | Hold |
5,208
| – | – | 0.09% | 34 |
|
|
2024
Q4 | $427K | Buy |
5,208
+93
| +2% | +$7.62K | 0.09% | 33 |
|
|
2024
Q3 | $425K | Buy |
5,115
+1,125
| +28% | +$93.5K | 0.09% | 36 |
|
|
2024
Q2 | $326K | Hold |
3,990
| – | – | 0.07% | 37 |
|
|
2024
Q1 | $326K | Hold |
3,990
| – | – | 0.07% | 36 |
|
|
2023
Q4 | $327K | Buy |
3,990
+230
| +6% | +$18.9K | 0.08% | 35 |
|
|
2023
Q3 | $304K | Hold |
3,760
| – | – | 0.08% | 33 |
|
|
2023
Q2 | $305K | Hold |
3,760
| – | – | 0.08% | 33 |
|
|
2023
Q1 | $309K | Hold |
3,760
| – | – | 0.08% | 32 |
|
|
2022
Q4 | $305K | Hold |
3,760
| – | – | 0.09% | 33 |
|
|
2022
Q3 | $305K | Buy |
+3,760
| New | +$305K | 0.1% | 32 |
|