D.L. Carlson Investment 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 | $2.2M | Buy |
26,526
+2,392
| +10% | +$198K | 0.4% | 65 |
|
|
2025
Q1 | $2M | Sell |
24,134
-1,260
| -5% | -$104K | 0.38% | 77 |
|
|
2024
Q4 | $2.08M | Buy |
25,394
+104
| +0.4% | +$8.53K | 0.37% | 73 |
|
|
2024
Q3 | $2.1M | Buy |
25,290
+357
| +1% | +$29.7K | 0.38% | 77 |
|
|
2024
Q2 | $2.04M | Buy |
24,933
+2,123
| +9% | +$173K | 0.39% | 74 |
|
|
2024
Q1 | $1.87M | Buy |
22,810
+7,575
| +50% | +$619K | 0.36% | 74 |
|
|
2023
Q4 | $1.25M | Buy |
+15,235
| New | +$1.25M | 0.25% | 85 |
|