Independent Family Office’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 | $1.34M | Sell |
16,227
-1,672
| -9% | -$139K | 0.62% | 28 |
|
|
2025
Q1 | $1.48M | Sell |
17,899
-3,275
| -15% | -$271K | 0.78% | 23 |
|
|
2024
Q4 | $1.74M | Sell |
21,174
-16,375
| -44% | -$1.34M | 0.9% | 19 |
|
|
2024
Q3 | $3.12M | Buy |
37,549
+1,100
| +3% | +$91.5K | 1.57% | 14 |
|
|
2024
Q2 | $2.98M | Buy |
36,449
+3,526
| +11% | +$288K | 1.7% | 14 |
|
|
2024
Q1 | $2.69M | Buy |
32,923
+596
| +2% | +$48.7K | 1.44% | 17 |
|
|
2023
Q4 | $2.65M | Sell |
32,327
-450
| -1% | -$36.9K | 1.5% | 13 |
|
|
2023
Q3 | $2.65M | Sell |
32,777
-900
| -3% | -$72.9K | 1.66% | 13 |
|
|
2023
Q2 | $2.73M | Buy |
33,677
+2,050
| +6% | +$166K | 1.65% | 13 |
|
|
2023
Q1 | $2.6M | Sell |
31,627
-190
| -0.6% | -$15.6K | 1.5% | 15 |
|
|
2022
Q4 | $2.58M | Sell |
31,817
-1,515
| -5% | -$123K | 1.55% | 15 |
|
|
2022
Q3 | $2.71M | Sell |
33,332
-728
| -2% | -$59.1K | 1.33% | 14 |
|
|
2022
Q2 | $2.82K | Sell |
34,060
-500
| -1% | -$41 | 1.39% | 11 |
|
|
2022
Q1 | $2.88M | Hold |
34,560
| – | – | 0.94% | 15 |
|
|
2021
Q4 | $2.96M | Sell |
34,560
-63,917
| -65% | -$5.47M | 1.12% | 13 |
|
|
2021
Q3 | $2.92M | Buy |
98,477
+66,885
| +212% | +$1.98M | 1.2% | 13 |
|
|
2021
Q2 | $2.72M | Buy |
31,592
+1,220
| +4% | +$105K | 1.06% | 13 |
|
|
2021
Q1 | $2.62M | Sell |
30,372
-4,000
| -12% | -$345K | 1.03% | 15 |
|
|
2020
Q4 | $2.97M | Hold |
34,372
| – | – | 1.24% | 14 |
|
|
2020
Q3 | $2.97M | Buy |
34,372
+4,750
| +16% | +$411K | 1.41% | 14 |
|
|
2020
Q2 | $2.57M | Hold |
29,622
| – | – | 1.33% | 14 |
|
|
2020
Q1 | $2.57M | Sell |
29,622
-355
| -1% | -$30.8K | 1.6% | 12 |
|
|
2019
Q4 | $2.54M | Buy |
+29,977
| New | +$2.54M | 1.59% | 13 |
|