FHC
First Heartland Consultants’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
74,965
+16,344
| +28% | +$1.35M | 0.55% | 45 |
|
|
2025
Q1 | $4.85M | Buy |
58,621
+19,785
| +51% | +$1.64M | 0.5% | 58 |
|
|
2024
Q4 | $3.18M | Buy |
+38,836
| New | +$3.18M | 0.33% | 69 |
|
|
2023
Q2 | – | Sell |
-3,348
| Closed | -$275K | – | 397 |
|
|
2023
Q1 | $275K | Sell |
3,348
-290
| -8% | -$23.8K | 0.04% | 292 |
|
|
2022
Q4 | $295K | Sell |
3,638
-1,315
| -27% | -$107K | 0.05% | 282 |
|
|
2022
Q3 | $402 | Buy |
4,953
+339
| +7% | +$28 | 0.03% | 214 |
|
|
2022
Q2 | $381K | Buy |
+4,614
| New | +$381K | 0.06% | 216 |
|
|
2022
Q1 | – | Sell |
-24,432
| Closed | -$2.09K | – | 409 |
|
|
2021
Q4 | $2.09K | Buy |
+24,432
| New | +$2.09K | 0.08% | 75 |
|
|
2021
Q2 | – | Sell |
-3,151
| Closed | -$272K | – | 427 |
|
|
2021
Q1 | $272K | Buy |
3,151
+801
| +34% | +$69.1K | 0.04% | 302 |
|
|
2020
Q4 | $203K | Buy |
2,350
+14
| +0.6% | +$1.21K | 0.03% | 332 |
|
|
2020
Q3 | $202K | Buy |
+2,336
| New | +$202K | 0.04% | 279 |
|
|
2020
Q2 | – | Sell |
-2,713
| Closed | -$235K | – | 300 |
|
|
2020
Q1 | $235K | Sell |
2,713
-788
| -23% | -$68.3K | 0.06% | 213 |
|
|
2019
Q4 | $296K | Buy |
3,501
+375
| +12% | +$31.7K | 0.06% | 232 |
|
|
2019
Q3 | $265K | Sell |
3,126
-64
| -2% | -$5.43K | 0.06% | 242 |
|
|
2019
Q2 | $270K | Buy |
3,190
+109
| +4% | +$9.23K | 0.06% | 225 |
|
|
2019
Q1 | $259K | Sell |
3,081
-875
| -22% | -$73.6K | 0.07% | 219 |
|
|
2018
Q4 | $331K | Sell |
3,956
-522
| -12% | -$43.7K | 0.12% | 162 |
|
|
2018
Q3 | $372K | Sell |
4,478
-1,110
| -20% | -$92.2K | 0.12% | 167 |
|
|
2018
Q2 | $466K | Sell |
5,588
-407
| -7% | -$33.9K | 0.16% | 141 |
|
|
2018
Q1 | $501K | Sell |
5,995
-73,129
| -92% | -$6.11M | 0.15% | 152 |
|
|
2017
Q4 | $6.64M | Sell |
79,124
-11,180
| -12% | -$938K | 2% | 6 |
|
|
2017
Q3 | $7.63M | Sell |
90,304
-679
| -0.7% | -$57.3K | 1.85% | 7 |
|
|
2017
Q2 | $7.69M | Sell |
90,983
-297
| -0.3% | -$25.1K | 1.99% | 5 |
|
|
2017
Q1 | $7.72M | Buy |
91,280
+84,821
| +1,313% | +$7.17M | 2.15% | 4 |
|
|
2016
Q4 | $545K | Sell |
6,459
-1,506
| -19% | -$127K | 0.17% | 166 |
|
|
2016
Q3 | $677K | Buy |
7,965
+1,129
| +17% | +$96K | 0.2% | 130 |
|
|
2016
Q2 | $583 | Sell |
6,836
-3,221
| -32% | -$275 | 0.06% | 133 |
|
|
2016
Q1 | $855K | Sell |
10,057
-3,428
| -25% | -$291K | 0.33% | 78 |
|
|
2015
Q4 | $1.14M | Buy |
13,485
+1,619
| +14% | +$137K | 0.43% | 60 |
|
|
2015
Q3 | $1.01M | Buy |
11,866
+985
| +9% | +$83.8K | 0.42% | 64 |
|
|
2015
Q2 | $923 | Buy |
10,881
+485
| +5% | +$41 | 0.25% | 78 |
|
|
2015
Q1 | $882K | Sell |
10,396
-44,620
| -81% | -$3.79M | 0.34% | 87 |
|
|
2014
Q4 | $4.65M | Sell |
55,016
-20,589
| -27% | -$1.74M | 1.92% | 6 |
|
|
2014
Q3 | $6.39M | Buy |
75,605
+40,464
| +115% | +$3.42M | 2.81% | 4 |
|
|
2014
Q2 | $2.97M | Sell |
35,141
-1,569
| -4% | -$133K | 1.34% | 14 |
|
|
2014
Q1 | $3.1M | Buy |
36,710
+4,170
| +13% | +$352K | 1.53% | 11 |
|
|
2013
Q4 | $2.75M | Buy |
32,540
+6,764
| +26% | +$571K | 1.55% | 12 |
|
|
2013
Q3 | $2.18M | Sell |
25,776
-1,428
| -5% | -$121K | 1.31% | 14 |
|
|
2013
Q2 | $2.29M | Buy |
+27,204
| New | +$2.29M | 1.33% | 17 |
|