Disciplined Investments’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 | $240K | Hold |
2,900
| – | – | 0.1% | 112 |
|
|
2025
Q1 | $240K | Hold |
2,900
| – | – | 0.11% | 117 |
|
|
2024
Q4 | $238K | Sell |
2,900
-1,054
| -27% | -$86.4K | 0.12% | 115 |
|
|
2024
Q3 | $329K | Sell |
3,954
-469
| -11% | -$39K | 0.16% | 95 |
|
|
2024
Q2 | $361K | Buy |
4,423
+1
| +0% | +$82 | 0.19% | 89 |
|
|
2024
Q1 | $362K | Sell |
4,422
-195
| -4% | -$15.9K | 0.2% | 87 |
|
|
2023
Q4 | $379K | Sell |
4,617
-3
| -0.1% | -$246 | 0.22% | 81 |
|
|
2023
Q3 | $374K | Buy |
4,620
+4
| +0.1% | +$324 | 0.23% | 84 |
|
|
2023
Q2 | $374K | Sell |
4,616
-11,272
| -71% | -$914K | 0.2% | 88 |
|
|
2023
Q1 | $1.31M | Sell |
15,888
-106
| -0.7% | -$8.71K | 0.55% | 49 |
|
|
2022
Q4 | $1.3M | Sell |
15,994
-105
| -0.7% | -$8.52K | 0.64% | 42 |
|
|
2022
Q3 | $1.31M | Sell |
16,099
-7,171
| -31% | -$582K | 0.6% | 45 |
|
|
2022
Q2 | $1.93M | Buy |
23,270
+1,853
| +9% | +$153K | 0.87% | 36 |
|
|
2022
Q1 | $1.79M | Buy |
21,417
+7,938
| +59% | +$662K | 0.74% | 39 |
|
|
2021
Q4 | $1.15M | Hold |
13,479
| – | – | 0.51% | 50 |
|
|
2021
Q3 | $1.16M | Buy |
13,479
+515
| +4% | +$44.4K | 0.56% | 48 |
|
|
2021
Q2 | $1.12M | Sell |
12,964
-231
| -2% | -$19.9K | 0.57% | 47 |
|
|
2021
Q1 | $1.14M | Buy |
13,195
+3,036
| +30% | +$262K | 0.67% | 42 |
|
|
2020
Q4 | $878K | Buy |
10,159
+280
| +3% | +$24.2K | 0.59% | 46 |
|
|
2020
Q3 | $855K | Buy |
9,879
+1,328
| +16% | +$115K | 0.63% | 49 |
|
|
2020
Q2 | $741K | Buy |
8,551
+18
| +0.2% | +$1.56K | 0.58% | 49 |
|
|
2020
Q1 | $740K | Sell |
8,533
-1,191
| -12% | -$103K | 0.7% | 45 |
|
|
2019
Q4 | $823K | Buy |
+9,724
| New | +$823K | 0.69% | 37 |
|