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
2025
Q2
$701K Buy
2025
Q1
$699K Buy
2024
Q4
$692K Sell
2024
Q3
$715K Sell
2024
Q2
$818K Buy
2024
Q1
$804K Buy
2023
Q4
$768K Sell
2023
Q3
$851K Sell
2023
Q2
$4.01M Buy
2023
Q1
$3.63M Buy
2022
Q4
$310K Sell
2022
Q3
$365K Buy
2022
Q2
Sell
2022
Q1
$438K Sell
2021
Q4
$456K Sell
2021
Q3
$477K Buy