Freedom Investment 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
$443K Buy
5,351
+59
+1% +$4.89K 0.04% 482
2025
Q1
$438K Sell
5,292
-798
-13% -$66K 0.04% 464
2024
Q4
$499K Sell
6,090
-419
-6% -$34.3K 0.04% 431
2024
Q3
$541K Sell
6,509
-167
-3% -$13.9K 0.04% 416
2024
Q2
$545K Sell
6,676
-1,693
-20% -$138K 0.04% 408
2024
Q1
$684K Buy
8,369
+106
+1% +$8.67K 0.05% 351
2023
Q4
$678K Sell
8,263
-3,119
-27% -$256K 0.06% 362
2023
Q3
$922K Sell
11,382
-5,206
-31% -$422K 0.11% 223
2023
Q2
$1.34M Sell
16,588
-30,446
-65% -$2.47M 0.15% 169
2023
Q1
$3.86M Buy
47,034
+4,950
+12% +$407K 0.44% 45
2022
Q4
$3.42M Sell
42,084
-8,095
-16% -$657K 0.38% 56
2022
Q3
$4.08M Sell
50,179
-10,001
-17% -$812K 0.47% 43
2022
Q2
$4.98M Sell
60,180
-690
-1% -$57.1K 0.53% 32
2022
Q1
$5.07M Buy
60,870
+13,304
+28% +$1.11M 0.46% 47
2021
Q4
$4.07M Buy
47,566
+4,475
+10% +$383K 0.3% 72
2021
Q3
$3.71M Sell
43,091
-47,783
-53% -$4.12M 0.28% 74
2021
Q2
$7.83M Buy
90,874
+11,014
+14% +$949K 0.58% 23
2021
Q1
$6.89M Sell
79,860
-32,052
-29% -$2.76M 0.54% 29
2020
Q4
$9.67M Sell
111,912
-261,065
-70% -$22.6M 1.06% 12
2020
Q3
$32.3M Sell
372,977
-7,980
-2% -$690K 3.51% 4
2020
Q2
$33M Buy
380,957
+17,572
+5% +$1.52M 3.59% 3
2020
Q1
$30.8M Sell
363,385
-28,100
-7% -$2.39M 2.73% 3
2019
Q4
$33.1M Buy
391,485
+236,541
+153% +$20M 2.92% 3
2019
Q3
$13.1M Sell
154,944
-663
-0.4% -$56.2K 1.14% 12
2019
Q2
$13.2M Buy
155,607
+10,737
+7% +$910K 1.1% 13
2019
Q1
$12.2M Buy
144,870
+26,323
+22% +$2.21M 0.98% 14
2018
Q4
$9.91M Buy
118,547
+65,746
+125% +$5.5M 0.77% 20
2018
Q3
$4.39M Sell
52,801
-677
-1% -$56.3K 0.28% 49
2018
Q2
$4.46M Sell
53,478
-3,427
-6% -$286K 0.27% 46
2018
Q1
$4.76M Sell
56,905
-155,201
-73% -$13M 0.24% 50
2017
Q4
$17.8M Buy
212,106
+153,394
+261% +$12.9M 0.91% 16
2017
Q3
$4.96M Sell
58,712
-97,471
-62% -$8.23M 0.27% 38
2017
Q2
$13.2M Buy
156,183
+101,360
+185% +$8.56M 0.75% 16
2017
Q1
$4.63M Sell
54,823
-198,718
-78% -$16.8M 0.27% 41
2016
Q4
$21.4M Buy
253,541
+131,157
+107% +$11.1M 1.34% 11
2016
Q3
$10.4M Buy
122,384
+16,705
+16% +$1.42M 0.67% 19
2016
Q2
$9.02M Buy
105,679
+25,723
+32% +$2.19M 0.61% 16
2016
Q1
$6.8M Buy
79,956
+30,584
+62% +$2.6M 0.49% 22
2015
Q4
$4.17M Buy
49,372
+33,165
+205% +$2.8M 0.32% 36
2015
Q3
$1.5M Sell
16,207
-41,605
-72% -$3.85M 0.15% 97
2015
Q2
$4.91M Sell
57,812
-6,348
-10% -$539K 0.5% 33
2015
Q1
$5.45M Buy
64,160
+19,013
+42% +$1.61M 0.6% 27
2014
Q4
$3.81M Buy
45,147
+18,749
+71% +$1.58M 0.5% 33
2014
Q3
$2.23M Buy
26,398
+914
+4% +$77.2K 0.39% 34
2014
Q2
$2.16M Sell
25,484
-1,355
-5% -$115K 0.36% 31
2014
Q1
$2.27M Buy
26,839
+189
+0.7% +$16K 0.48% 23
2013
Q4
$2.25M Sell
26,650
-4,093
-13% -$345K 0.56% 23
2013
Q3
$2.6M Sell
30,743
-1,236
-4% -$104K 0.74% 19
2013
Q2
$2.7M Buy
+31,979
New +$2.7M 0.92% 17