Essential Planning’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 | $3.44M | Sell |
41,547
-737
| -2% | -$61.1K | 1.28% | 17 |
|
|
2025
Q1 | $3.5M | Sell |
42,284
-2,411,782
| -98% | -$200M | 1.41% | 16 |
|
|
2024
Q4 | $202M | Buy |
2,454,066
+2,405,880
| +4,993% | +$198M | 1.31% | 14 |
|
|
2024
Q3 | $4.01M | Sell |
48,186
-445
| -0.9% | -$37K | 1.64% | 15 |
|
|
2024
Q2 | $3.97M | Sell |
48,631
-6,165
| -11% | -$503K | 1.75% | 14 |
|
|
2024
Q1 | $4.5M | Hold |
54,796
| – | – | 2.25% | 13 |
|
|
2023
Q4 | $4.5M | Sell |
54,796
-1,708
| -3% | -$140K | 2.27% | 12 |
|
|
2023
Q3 | $4.58M | Sell |
56,504
-4,275
| -7% | -$346K | 2.53% | 11 |
|
|
2023
Q2 | $4.91M | Sell |
60,779
-8,306
| -12% | -$671K | 2.8% | 9 |
|
|
2023
Q1 | $5.2M | Sell |
69,085
-10,955
| -14% | -$824K | 3.15% | 8 |
|
|
2022
Q4 | $6.03M | Sell |
80,040
-696
| -0.9% | -$52.5K | 4.63% | 6 |
|
|
2022
Q3 | $6.56M | Buy |
+80,736
| New | +$6.56M | 37.83% | 1 |
|