Christensen King & Associates Investment Services’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 | $2.39M | Buy |
28,786
+705
| +3% | +$58.4K | 1.09% | 22 |
|
|
2025
Q1 | $2.32M | Buy |
28,081
+2,516
| +10% | +$208K | 1.1% | 22 |
|
|
2024
Q4 | $2.09M | Buy |
25,565
+3,820
| +18% | +$312K | 0.98% | 24 |
|
|
2024
Q3 | $1.81M | Buy |
21,745
+8
| +0% | +$665 | 0.85% | 23 |
|
|
2024
Q2 | $1.77M | Sell |
21,737
-286
| -1% | -$23.4K | 0.88% | 24 |
|
|
2024
Q1 | $1.8M | Sell |
22,023
-2,372
| -10% | -$194K | 0.9% | 23 |
|
|
2023
Q4 | $2M | Buy |
+24,395
| New | +$2M | 1.07% | 21 |
|