Eley Financial Management’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 | $7.52M | Sell |
90,806
-427
| -0.5% | -$35.4K | 2.89% | 8 |
|
|
2025
Q1 | $7.52M | Sell |
91,233
-478
| -0.5% | -$39.4K | 3.02% | 7 |
|
|
2024
Q4 | $7.52M | Buy |
91,711
+7,173
| +8% | +$588K | 2.93% | 8 |
|
|
2024
Q3 | $7.03M | Buy |
84,538
+20,517
| +32% | +$1.71M | 2.83% | 9 |
|
|
2024
Q2 | $5.23M | Buy |
64,021
+1,327
| +2% | +$108K | 2.22% | 11 |
|
|
2024
Q1 | $5.13M | Sell |
62,694
-1,994
| -3% | -$163K | 2.21% | 12 |
|
|
2023
Q4 | $5.31M | Sell |
64,688
-40,655
| -39% | -$3.34M | 2.49% | 8 |
|
|
2023
Q3 | $8.53M | Buy |
105,343
+2,773
| +3% | +$225K | 4.34% | 5 |
|
|
2023
Q2 | $8.32M | Sell |
102,570
-34
| -0% | -$2.76K | 4.05% | 5 |
|
|
2023
Q1 | $8.43M | Sell |
102,604
-2,543
| -2% | -$209K | 4.36% | 5 |
|
|
2022
Q4 | $8.53M | Buy |
+105,147
| New | +$8.53M | 4.6% | 5 |
|