Grimes & Company’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
Q2
$214K Sell
2025
Q1
$222K Buy
2024
Q4
$208K Buy
2024
Q3
$209K Buy
2024
Q2
$203K Buy
2024
Q1
$201K Buy
2023
Q4
$201K Sell
2023
Q3
$251K Buy
2023
Q2
$251K Sell
2023
Q1
$260K Buy
2017
Q4
Sell
2017
Q3
$226K Sell
2017
Q2
$237K Sell
2017
Q1
$269K Sell
2016
Q4
$36.5M Buy
2016
Q3
$244K Sell
2016
Q2
$36.8M Sell
2016
Q1
$111M Sell
2015
Q4
$125M Sell
2015
Q3
$128M Buy