Gries Financial’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 | $701K | Buy |
8,458
+14
| +0.2% | +$1.16K | 0.13% | 143 |
|
|
2025
Q1 | $699K | Buy |
8,444
+8
| +0.1% | +$662 | 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% | -$119K | 0.13% | 145 |
|
|
2024
Q2 | $818K | Buy |
10,021
+184
| +2% | +$15K | 0.17% | 120 |
|
|
2024
Q1 | $804K | Buy |
9,837
+470
| +5% | +$38.4K | 0.13% | 136 |
|
|
2023
Q4 | $768K | Sell |
9,367
-1,137
| -11% | -$93.3K | 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% | +$429K | 1.11% | 15 |
|
|
2023
Q1 | $3.63M | Buy |
44,142
+40,327
| +1,057% | +$3.31M | 1.07% | 15 |
|
|
2022
Q4 | $310K | Sell |
3,815
-675
| -15% | -$54.8K | 0.1% | 127 |
|
|
2022
Q3 | $365K | Buy |
+4,490
| New | +$365K | 0.15% | 112 |
|
|
2022
Q2 | – | Sell |
-5,260
| Closed | -$438K | – | 152 |
|
|
2022
Q1 | $438K | Sell |
5,260
-70
| -1% | -$5.83K | 0.16% | 112 |
|
|
2021
Q4 | $456K | Sell |
5,330
-205
| -4% | -$17.5K | 0.19% | 109 |
|
|
2021
Q3 | $477K | Buy |
+5,535
| New | +$477K | 0.15% | 110 |
|