Davis Rea’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 | $2.74M | Buy |
+33,030
| New | +$2.74M | 0.68% | 43 |
|
|
2025
Q1 | – | Sell |
-28,860
| Closed | -$2.37M | – | 55 |
|
|
2024
Q4 | $2.37M | Buy |
28,860
+4,315
| +18% | +$354K | 1.2% | 18 |
|
|
2024
Q3 | $2.04M | Buy |
24,545
+13,505
| +122% | +$1.12M | 0.89% | 22 |
|
|
2024
Q2 | $901K | Buy |
+11,040
| New | +$901K | 0.45% | 24 |
|