Howard Financial Services’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 | $551K | Sell |
6,647
-184
| -3% | -$15.2K | 0.07% | 93 |
|
|
2025
Q1 | $565K | Sell |
6,831
-127
| -2% | -$10.5K | 0.08% | 96 |
|
|
2024
Q4 | $570K | Sell |
6,958
-6,041
| -46% | -$495K | 0.08% | 95 |
|
|
2024
Q3 | $1.08M | Buy |
12,999
+1,502
| +13% | +$125K | 0.16% | 55 |
|
|
2024
Q2 | $939K | Sell |
11,497
-487
| -4% | -$39.8K | 0.15% | 59 |
|
|
2024
Q1 | $980K | Sell |
11,984
-500
| -4% | -$40.9K | 0.17% | 58 |
|
|
2023
Q4 | $1.02M | Sell |
12,484
-550
| -4% | -$45.1K | 0.2% | 54 |
|
|
2023
Q3 | $1.06M | Buy |
13,034
+3,856
| +42% | +$312K | 0.24% | 49 |
|
|
2023
Q2 | $744K | Buy |
9,178
+2,926
| +47% | +$237K | 0.18% | 58 |
|
|
2023
Q1 | $514K | Sell |
6,252
-36
| -0.6% | -$2.96K | 0.13% | 70 |
|
|
2022
Q4 | $510K | Sell |
6,288
-30
| -0.5% | -$2.44K | 0.13% | 69 |
|
|
2022
Q3 | $513K | Buy |
6,318
+2
| +0% | +$162 | 0.17% | 61 |
|
|
2022
Q2 | $523K | Sell |
6,316
-1
| -0% | -$83 | 0.18% | 53 |
|
|
2022
Q1 | $527K | Sell |
6,317
-285
| -4% | -$23.8K | 0.16% | 57 |
|
|
2021
Q4 | $565K | Sell |
6,602
-1,173
| -15% | -$100K | 0.17% | 52 |
|
|
2021
Q3 | $670K | Sell |
7,775
-917
| -11% | -$79K | 0.25% | 42 |
|
|
2021
Q2 | $749K | Sell |
8,692
-2,320
| -21% | -$200K | 0.29% | 37 |
|
|
2021
Q1 | $950K | Sell |
11,012
-5,869
| -35% | -$506K | 0.43% | 30 |
|
|
2020
Q4 | $1.46M | Sell |
16,881
-5,012
| -23% | -$433K | 0.77% | 22 |
|
|
2020
Q3 | $1.89M | Sell |
21,893
-4,387
| -17% | -$380K | 1.22% | 20 |
|
|
2020
Q2 | $2.28M | Sell |
26,280
-4,042
| -13% | -$350K | 1.62% | 14 |
|
|
2020
Q1 | $2.63M | Sell |
30,322
-19,992
| -40% | -$1.73M | 2.32% | 8 |
|
|
2019
Q4 | $4.26M | Sell |
50,314
-29,109
| -37% | -$2.46M | 2.62% | 9 |
|
|
2019
Q3 | $6.74M | Buy |
79,423
+6,393
| +9% | +$542K | 4.46% | 7 |
|
|
2019
Q2 | $6.19M | Buy |
73,030
+2,871
| +4% | +$243K | 4.23% | 7 |
|
|
2019
Q1 | $5.9M | Buy |
70,159
+13,855
| +25% | +$1.17M | 4.19% | 6 |
|
|
2018
Q4 | $4.71M | Buy |
+56,304
| New | +$4.71M | 3.62% | 8 |
|