Glass Jacobson Investment Advisors’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 | – | Sell |
-3,604
| Closed | -$295K | – | 797 |
|
|
2025
Q1 | $295K | Hold |
3,604
| – | – | 0.1% | 193 |
|
|
2024
Q4 | $295K | Sell |
3,604
-186
| -5% | -$15.2K | 0.1% | 193 |
|
|
2024
Q3 | $315K | Hold |
3,790
| – | – | 0.1% | 182 |
|
|
2024
Q2 | $309K | Hold |
3,790
| – | – | 0.11% | 181 |
|
|
2024
Q1 | $310K | Sell |
3,790
-175
| -4% | -$14.3K | 0.12% | 176 |
|
|
2023
Q4 | $325K | Sell |
3,965
-235
| -6% | -$19.3K | 0.13% | 164 |
|
|
2023
Q3 | $340K | Sell |
4,200
-15
| -0.4% | -$1.22K | 0.16% | 149 |
|
|
2023
Q2 | $342K | Buy |
+4,215
| New | +$342K | 0.16% | 155 |
|
|
2022
Q4 | $359K | Buy |
+4,425
| New | +$359K | 0.18% | 148 |
|