Joel Isaacson & Co’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 | $420K | Buy |
+5,072
| New | +$420K | 0.02% | 279 |
|
|
2024
Q4 | – | Sell |
-2,625
| Closed | -$218K | – | 385 |
|
|
2024
Q3 | $218K | Sell |
2,625
-530
| -17% | -$44.1K | 0.01% | 340 |
|
|
2024
Q2 | $258K | Sell |
3,155
-1,179
| -27% | -$96.3K | 0.01% | 297 |
|
|
2024
Q1 | $354K | Sell |
4,334
-1,883
| -30% | -$154K | 0.02% | 254 |
|
|
2023
Q4 | $510K | Buy |
6,217
+11
| +0.2% | +$902 | 0.03% | 185 |
|
|
2023
Q3 | $503K | Buy |
6,206
+3,427
| +123% | +$277K | 0.03% | 185 |
|
|
2023
Q2 | $225K | Buy |
+2,779
| New | +$225K | 0.02% | 290 |
|