Graybill Wealth 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 | $8.41M | Sell |
101,522
-77
| -0.1% | -$6.38K | 2.75% | 12 |
|
|
2025
Q1 | $8.41M | Buy |
+101,599
| New | +$8.41M | 2.88% | 8 |
|
|
2024
Q3 | $8.45M | Buy |
101,614
+1,720
| +2% | +$143K | 3.13% | 7 |
|
|
2024
Q2 | $8.16M | Buy |
99,894
+1,041
| +1% | +$85K | 3.31% | 5 |
|
|
2024
Q1 | $8.08M | Buy |
98,853
+3,291
| +3% | +$269K | 3.41% | 4 |
|
|
2023
Q4 | $7.84M | Buy |
95,562
+1,841
| +2% | +$151K | 3.47% | 4 |
|
|
2023
Q3 | $7.59M | Sell |
93,721
-139
| -0.1% | -$11.3K | 3.7% | 4 |
|
|
2023
Q2 | $7.61M | Buy |
93,860
+1,572
| +2% | +$127K | 3.61% | 4 |
|
|
2023
Q1 | $7.58M | Buy |
92,288
+6,557
| +8% | +$539K | 3.86% | 3 |
|
|
2022
Q4 | $6.96M | Sell |
85,731
-9,020
| -10% | -$732K | 3.77% | 4 |
|
|
2022
Q3 | $7.7M | Buy |
94,751
+1,014
| +1% | +$82.4K | 4.57% | 2 |
|
|
2022
Q2 | $7.76M | Sell |
93,737
-1,545
| -2% | -$128K | 4.3% | 2 |
|
|
2022
Q1 | $7.94M | Buy |
95,282
+2,760
| +3% | +$230K | 3.87% | 4 |
|
|
2021
Q4 | $7.91M | Buy |
92,522
+961
| +1% | +$82.2K | 3.59% | 5 |
|
|
2021
Q3 | $7.89M | Buy |
91,561
+455
| +0.5% | +$39.2K | 3.88% | 4 |
|
|
2021
Q2 | $7.85M | Buy |
91,106
+29,195
| +47% | +$2.52M | 3.87% | 2 |
|
|
2021
Q1 | $5.34M | Buy |
61,911
+22,936
| +59% | +$1.98M | 2.83% | 9 |
|
|
2020
Q4 | $3.37M | Sell |
38,975
-295
| -0.8% | -$25.5K | 1.9% | 29 |
|
|
2020
Q3 | $3.4M | Sell |
39,270
-661
| -2% | -$57.2K | 2.21% | 19 |
|
|
2020
Q2 | $3.46M | Buy |
+39,931
| New | +$3.46M | 2.54% | 15 |
|