Brighton Jones LLC’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 | $317K | Buy |
+3,820
| New | +$317K | 0.01% | 700 |
|
2024
Q1 | – | Sell |
-3,291
| Closed | -$270K | – | 650 |
|
2023
Q4 | $270K | Buy |
+3,291
| New | +$270K | 0.01% | 465 |
|
2022
Q4 | – | Sell |
-2,659
| Closed | -$216K | – | 507 |
|
2022
Q3 | $216K | Buy |
+2,659
| New | +$216K | 0.01% | 404 |
|
2022
Q2 | – | Sell |
-3,387
| Closed | -$282K | – | 527 |
|
2022
Q1 | $282K | Buy |
3,387
+918
| +37% | +$76.4K | 0.01% | 375 |
|
2021
Q4 | $211K | Sell |
2,469
-614
| -20% | -$52.5K | 0.01% | 486 |
|
2021
Q3 | $266K | Buy |
+3,083
| New | +$266K | 0.01% | 385 |
|
2021
Q2 | – | Sell |
-2,502
| Closed | -$216K | – | 493 |
|
2021
Q1 | $216K | Buy |
+2,502
| New | +$216K | 0.01% | 390 |
|
2017
Q4 | – | Sell |
-4,796
| Closed | -$405K | – | 301 |
|
2017
Q3 | $405K | Buy |
4,796
+10
| +0.2% | +$844 | 0.05% | 173 |
|
2017
Q2 | $404K | Buy |
4,786
+10
| +0.2% | +$844 | 0.06% | 164 |
|
2017
Q1 | $404K | Buy |
+4,776
| New | +$404K | 0.1% | 66 |
|
2016
Q4 | – | Sell |
-5,784
| Closed | -$492K | – | 189 |
|
2016
Q3 | $492K | Sell |
5,784
-7
| -0.1% | -$595 | 0.08% | 126 |
|
2016
Q2 | $494K | Sell |
5,791
-346
| -6% | -$29.5K | 0.09% | 113 |
|
2016
Q1 | $522K | Sell |
6,137
-27
| -0.4% | -$2.3K | 0.1% | 107 |
|
2015
Q4 | $520K | Sell |
6,164
-153
| -2% | -$12.9K | 0.1% | 104 |
|
2015
Q3 | $537K | Buy |
6,317
+403
| +7% | +$34.3K | 0.11% | 97 |
|
2015
Q2 | $502K | Sell |
5,914
-186
| -3% | -$15.8K | 0.11% | 95 |
|
2015
Q1 | $518K | Sell |
6,100
-563
| -8% | -$47.8K | 0.12% | 93 |
|
2014
Q4 | $563K | Sell |
6,663
-676
| -9% | -$57.1K | 0.13% | 92 |
|
2014
Q3 | $620K | Buy |
7,339
+77
| +1% | +$6.51K | 0.14% | 88 |
|
2014
Q2 | $614K | Buy |
7,262
+87
| +1% | +$7.36K | 0.14% | 80 |
|
2014
Q1 | $606K | Sell |
7,175
-4,718
| -40% | -$398K | 0.14% | 74 |
|
2013
Q4 | $1M | Sell |
11,893
-1,381
| -10% | -$116K | 0.23% | 49 |
|
2013
Q3 | $1.12M | Buy |
13,274
+758
| +6% | +$64K | 0.29% | 43 |
|
2013
Q2 | $1.06M | Buy |
+12,516
| New | +$1.06M | 0.32% | 33 |
|