Deane Retirement Strategies’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 | $127K | Buy |
1,538
+3
| +0.2% | +$249 | 0.06% | 43 |
|
|
2025
Q1 | $127K | Sell |
1,535
-113
| -7% | -$9.35K | 0.06% | 42 |
|
|
2024
Q4 | $135K | Sell |
1,648
-20
| -1% | -$1.64K | 0.07% | 45 |
|
|
2024
Q3 | $139K | Buy |
1,668
+16
| +1% | +$1.33K | 0.07% | 47 |
|
|
2024
Q2 | $135K | Sell |
1,652
-20
| -1% | -$1.63K | 0.07% | 52 |
|
|
2024
Q1 | $137K | Sell |
1,672
-724
| -30% | -$59.2K | 0.07% | 49 |
|
|
2023
Q4 | $197K | Sell |
2,396
-182,738
| -99% | -$15M | 0.11% | 43 |
|
|
2023
Q3 | $15M | Buy |
185,134
+181,227
| +4,639% | +$14.7M | 8.37% | 3 |
|
|
2023
Q2 | $317K | Buy |
3,907
+59
| +2% | +$4.78K | 0.17% | 40 |
|
|
2023
Q1 | $316K | Sell |
3,848
-150,229
| -98% | -$12.3M | 0.17% | 45 |
|
|
2022
Q4 | $12.5M | Buy |
154,077
+152,670
| +10,851% | +$12.4M | 6.97% | 3 |
|
|
2022
Q3 | $114K | Buy |
+1,407
| New | +$114K | 0.07% | 44 |
|
|
2021
Q1 | – | Sell |
-125,900
| Closed | -$10.9M | – | 80 |
|
|
2020
Q4 | $10.9M | Buy |
125,900
+122,353
| +3,449% | +$10.6M | 6.63% | 2 |
|
|
2020
Q3 | $307K | Buy |
3,547
+67
| +2% | +$5.8K | 0.21% | 44 |
|
|
2020
Q2 | $301K | Hold |
3,480
| – | – | 0.22% | 36 |
|
|
2020
Q1 | $302K | Sell |
3,480
-349
| -9% | -$30.3K | 0.22% | 44 |
|
|
2019
Q4 | $324K | Sell |
3,829
-17,415
| -82% | -$1.47M | 0.22% | 44 |
|
|
2019
Q3 | $1.8M | Buy |
21,244
+12,053
| +131% | +$1.02M | 1.29% | 26 |
|
|
2019
Q2 | $779K | Buy |
9,191
+3
| +0% | +$254 | 0.66% | 27 |
|
|
2019
Q1 | $773K | Buy |
9,188
+3
| +0% | +$252 | 0.67% | 30 |
|
|
2018
Q4 | $768K | Buy |
9,185
+3,356
| +58% | +$281K | 0.7% | 32 |
|
|
2018
Q3 | $506K | Buy |
5,829
+190
| +3% | +$16.5K | 0.46% | 38 |
|
|
2018
Q2 | $470K | Buy |
5,639
+2
| +0% | +$167 | 0.45% | 41 |
|
|
2018
Q1 | $471K | Buy |
5,637
+1
| +0% | +$84 | 0.48% | 41 |
|
|
2017
Q4 | $473K | Buy |
5,636
+4,623
| +456% | +$388K | 0.44% | 43 |
|
|
2017
Q3 | $86K | Sell |
1,013
-205,699
| -100% | -$17.5M | 0.08% | 47 |
|
|
2017
Q2 | $17.5M | Sell |
206,712
-75,501
| -27% | -$6.38M | 14% | 2 |
|
|
2017
Q1 | $23.9M | Buy |
282,213
+11,735
| +4% | +$992K | 19.81% | 1 |
|
|
2016
Q4 | $22.8M | Buy |
270,478
+2,701
| +1% | +$228K | 20.4% | 1 |
|
|
2016
Q3 | $22.8M | Buy |
+267,777
| New | +$22.8M | 20.73% | 1 |
|