Buttonwood Financial Advisors’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 | $6.19M | Buy |
74,667
+1,045
| +1% | +$86.6K | 2.48% | 13 |
|
|
2025
Q1 | $6.09M | Buy |
73,622
+3,531
| +5% | +$292K | 2.68% | 10 |
|
|
2024
Q4 | $5.75M | Buy |
70,091
+8,754
| +14% | +$718K | 2.53% | 10 |
|
|
2024
Q3 | $5.1M | Buy |
61,337
+5,863
| +11% | +$488K | 2.22% | 11 |
|
|
2024
Q2 | $4.53M | Buy |
55,474
+1,382
| +3% | +$113K | 2.14% | 11 |
|
|
2024
Q1 | $4.42M | Buy |
54,092
+4,704
| +10% | +$385K | 2.08% | 11 |
|
|
2023
Q4 | $4.05M | Buy |
49,388
+5,924
| +14% | +$486K | 2.21% | 11 |
|
|
2023
Q3 | $3.52M | Buy |
43,464
+8,388
| +24% | +$679K | 2.23% | 10 |
|
|
2023
Q2 | $2.84M | Buy |
35,076
+8,507
| +32% | +$690K | 1.78% | 14 |
|
|
2023
Q1 | $2.18M | Buy |
26,569
+2,395
| +10% | +$197K | 1.69% | 16 |
|
|
2022
Q4 | $1.96M | Buy |
24,174
+411
| +2% | +$33.4K | 1.65% | 17 |
|
|
2022
Q3 | $1.92M | Buy |
23,763
+978
| +4% | +$79.1K | 1.73% | 16 |
|
|
2022
Q2 | $1.89M | Sell |
22,785
-327
| -1% | -$27.1K | 1.7% | 16 |
|
|
2022
Q1 | $1.93M | Buy |
23,112
+1,050
| +5% | +$87.5K | 1.74% | 17 |
|
|
2021
Q4 | $1.89M | Buy |
+22,062
| New | +$1.89M | 1.85% | 16 |
|