Gries Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$689K	Sell	8,306 -152	-2%	-$12.6K	0.11%	157
2025 Q2	$701K	Buy	8,458 +14	+0.2%	+$1.16K	0.13%	143
2025 Q1	$699K	Buy	8,444 +8	+0.1%	+$658	0.14%	138
2024 Q4	$692K	Sell	8,436 -157	-2%	-$12.9K	0.12%	147
2024 Q3	$715K	Sell	8,593 -1,428	-14%	-$118K	0.13%	145
2024 Q2	$818K	Buy	10,021 +184	+2%	+$15K	0.17%	120
2024 Q1	$804K	Buy	9,837 +470	+5%	+$38.5K	0.13%	136
2023 Q4	$768K	Sell	9,367 -1,137	-11%	-$92.4K	0.17%	103
2023 Q3	$851K	Sell	10,504 -38,934	-79%	-$3.15M	0.23%	92
2023 Q2	$4.01M	Buy	49,438 +5,296	+12%	+$433K	1.11%	15
2023 Q1	$3.63M	Buy	44,142 +40,327	+1,057%	+$3.29M	1.07%	15
2022 Q4	$310K	Sell	3,815 -675	-15%	-$54.8K	0.1%	127
2022 Q3	$365K	Buy	+4,490	New	+$370K	0.15%	112
2022 Q2	–	Sell	-5,260	Closed	-$438K	–	152
2022 Q1	$438K	Sell	5,260 -70	-1%	-$5.92K	0.16%	112
2021 Q4	$456K	Sell	5,330 -205	-4%	-$17.6K	0.19%	109
2021 Q3	$477K	Buy	+5,535	New	+$477K	0.15%	110