Ken Fisher’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7M | Sell |
370,346
-10,314
| -3% | -$855K | 0.01% | 265 |
|
|
2025
Q1 | $31.5M | Buy |
380,660
+90,276
| +31% | +$7.47M | 0.01% | 270 |
|
|
2024
Q4 | $23.8M | Buy |
290,384
+61,805
| +27% | +$5.07M | 0.01% | 328 |
|
|
2024
Q3 | $19M | Buy |
228,579
+108,429
| +90% | +$9.02M | 0.01% | 346 |
|
|
2024
Q2 | $9.81M | Sell |
120,150
-23,696
| -16% | -$1.93M | ﹤0.01% | 417 |
|
|
2024
Q1 | $11.8M | Sell |
143,846
-5,250
| -4% | -$429K | 0.01% | 397 |
|
|
2023
Q4 | $12.2M | Buy |
149,096
+12,719
| +9% | +$1.04M | 0.01% | 386 |
|
|
2023
Q3 | $11M | Buy |
136,377
+10,061
| +8% | +$815K | 0.01% | 425 |
|
|
2023
Q2 | $10.2M | Buy |
126,316
+5,903
| +5% | +$479K | 0.01% | 452 |
|
|
2023
Q1 | $9.89M | Sell |
120,413
-2,635
| -2% | -$216K | 0.01% | 449 |
|
|
2022
Q4 | $9.99M | Sell |
123,048
-5,603
| -4% | -$455K | 0.01% | 438 |
|
|
2022
Q3 | $10.4M | Sell |
128,651
-2,764
| -2% | -$224K | 0.01% | 392 |
|
|
2022
Q2 | $10.9M | Buy |
131,415
+8,453
| +7% | +$700K | 0.01% | 352 |
|
|
2022
Q1 | $10.2M | Buy |
122,962
+1,774
| +1% | +$148K | 0.01% | 378 |
|
|
2021
Q4 | $10.4M | Buy |
121,188
+3,170
| +3% | +$271K | 0.01% | 387 |
|
|
2021
Q3 | $10.2M | Buy |
118,018
+2,127
| +2% | +$183K | 0.01% | 372 |
|
|
2021
Q2 | $9.99M | Sell |
115,891
-16,004
| -12% | -$1.38M | 0.01% | 373 |
|
|
2021
Q1 | $11.4M | Sell |
131,895
-154,646
| -54% | -$13.3M | 0.01% | 350 |
|
|
2020
Q4 | $24.8M | Buy |
286,541
+12,464
| +5% | +$1.08M | 0.02% | 285 |
|
|
2020
Q3 | $23.7M | Buy |
274,077
+18,520
| +7% | +$1.6M | 0.02% | 262 |
|
|
2020
Q2 | $22.1M | Sell |
255,557
-3,815
| -1% | -$330K | 0.02% | 267 |
|
|
2020
Q1 | $22.5M | Sell |
259,372
-2,526
| -1% | -$219K | 0.03% | 233 |
|
|
2019
Q4 | $22.2M | Buy |
261,898
+7,897
| +3% | +$668K | 0.02% | 267 |
|
|
2019
Q3 | $21.5M | Buy |
254,001
+21,784
| +9% | +$1.85M | 0.02% | 282 |
|
|
2019
Q2 | $19.7M | Buy |
232,217
+19,194
| +9% | +$1.63M | 0.02% | 295 |
|
|
2019
Q1 | $17.9M | Sell |
213,023
-23,925
| -10% | -$2.01M | 0.02% | 299 |
|
|
2018
Q4 | $19.8M | Sell |
236,948
-9,464
| -4% | -$791K | 0.03% | 276 |
|
|
2018
Q3 | $20.5M | Sell |
246,412
-5,560
| -2% | -$462K | 0.02% | 282 |
|
|
2018
Q2 | $21M | Buy |
251,972
+14,599
| +6% | +$1.22M | 0.03% | 281 |
|
|
2018
Q1 | $19.8M | Buy |
237,373
+6,688
| +3% | +$559K | 0.03% | 285 |
|
|
2017
Q4 | $19.3M | Buy |
230,685
+2,036
| +0.9% | +$171K | 0.03% | 286 |
|
|
2017
Q3 | $19.3M | Buy |
228,649
+2,278
| +1% | +$192K | 0.03% | 274 |
|
|
2017
Q2 | $19.1M | Buy |
226,371
+7,431
| +3% | +$628K | 0.03% | 274 |
|
|
2017
Q1 | $18.5M | Sell |
218,940
-40,646
| -16% | -$3.44M | 0.03% | 261 |
|
|
2016
Q4 | $21.9M | Buy |
259,586
+5,671
| +2% | +$479K | 0.04% | 238 |
|
|
2016
Q3 | $21.6M | Buy |
253,915
+19,798
| +8% | +$1.68M | 0.04% | 240 |
|
|
2016
Q2 | $19.9M | Buy |
234,117
+38,860
| +20% | +$3.31M | 0.04% | 245 |
|
|
2016
Q1 | $16.6M | Buy |
195,257
+36,487
| +23% | +$3.1M | 0.03% | 258 |
|
|
2015
Q4 | $13.4M | Buy |
158,770
+31,743
| +25% | +$2.68M | 0.03% | 268 |
|
|
2015
Q3 | $10.8M | Buy |
127,027
+2,864
| +2% | +$243K | 0.02% | 282 |
|
|
2015
Q2 | $10.5M | Sell |
124,163
-482
| -0.4% | -$40.9K | 0.02% | 290 |
|
|
2015
Q1 | $10.6M | Sell |
124,645
-5,662
| -4% | -$481K | 0.02% | 289 |
|
|
2014
Q4 | $11M | Sell |
130,307
-887
| -0.7% | -$74.9K | 0.02% | 281 |
|
|
2014
Q3 | $11.1M | Sell |
131,194
-1,815
| -1% | -$153K | 0.02% | 265 |
|
|
2014
Q2 | $11.2M | Buy |
133,009
+3,532
| +3% | +$299K | 0.02% | 260 |
|
|
2014
Q1 | $10.9M | Sell |
129,477
-2,882
| -2% | -$243K | 0.02% | 255 |
|
|
2013
Q4 | $11.2M | Sell |
132,359
-2,019
| -2% | -$170K | 0.03% | 255 |
|
|
2013
Q3 | $11.4M | Sell |
134,378
-1,931
| -1% | -$163K | 0.03% | 239 |
|
|
2013
Q2 | $11.5M | Buy |
+136,309
| New | +$11.5M | 0.03% | 233 |
|