Carr Financial Group’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 | $3.03M | Buy |
36,607
+3,897
| +12% | +$323K | 0.9% | 24 |
|
|
2025
Q1 | $2.71M | Sell |
32,710
-97,181
| -75% | -$8.04M | 0.89% | 23 |
|
|
2024
Q4 | $10.6M | Buy |
129,891
+95,811
| +281% | +$7.85M | 3.3% | 7 |
|
|
2024
Q3 | $2.83M | Sell |
34,080
-3,248
| -9% | -$270K | 0.83% | 28 |
|
|
2024
Q2 | $3.05M | Sell |
37,328
-98,914
| -73% | -$8.08M | 0.97% | 22 |
|
|
2024
Q1 | $11.1M | Sell |
136,242
-3,088
| -2% | -$253K | 3.71% | 7 |
|
|
2023
Q4 | $11.4M | Sell |
139,330
-710
| -0.5% | -$58.2K | 4.23% | 5 |
|
|
2023
Q3 | $11.4M | Buy |
140,040
+61,915
| +79% | +$5.03M | 4.5% | 5 |
|
|
2023
Q2 | $6.33M | Buy |
78,125
+14,692
| +23% | +$1.19M | 2.53% | 10 |
|
|
2023
Q1 | $5.21M | Buy |
+63,433
| New | +$5.21M | 2.3% | 10 |
|