KFA Private Wealth Group’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 | $5.13M | Buy |
61,909
+13,838
| +29% | +$1.15M | 1.59% | 17 |
|
|
2025
Q1 | $3.98M | Buy |
48,071
+8,695
| +22% | +$719K | 1.39% | 19 |
|
|
2024
Q4 | $3.23M | Sell |
39,376
-10,359
| -21% | -$849K | 1.35% | 19 |
|
|
2024
Q3 | $4.14M | Sell |
49,735
-9,757
| -16% | -$811K | 1.97% | 14 |
|
|
2024
Q2 | $4.86M | Sell |
59,492
-185,598
| -76% | -$15.2M | 2.51% | 11 |
|
|
2024
Q1 | $20M | Buy |
245,090
+13,844
| +6% | +$1.13M | 6.22% | 5 |
|
|
2023
Q4 | $19M | Buy |
231,246
+27,262
| +13% | +$2.24M | 6.8% | 5 |
|
|
2023
Q3 | $16.5M | Buy |
203,984
+5,006
| +3% | +$405K | 6.86% | 5 |
|
|
2023
Q2 | $16.1M | Buy |
198,978
+3,970
| +2% | +$322K | 6.69% | 5 |
|
|
2023
Q1 | $16M | Buy |
195,008
+3,636
| +2% | +$299K | 7.3% | 4 |
|
|
2022
Q4 | $15.5M | Buy |
191,372
+6,647
| +4% | +$540K | 7.93% | 4 |
|
|
2022
Q3 | $15M | Buy |
184,725
+171,776
| +1,327% | +$14M | 7.98% | 3 |
|
|
2022
Q2 | $1.07M | Sell |
12,949
-3,212
| -20% | -$266K | 0.59% | 26 |
|
|
2022
Q1 | $1.35M | Hold |
16,161
| – | – | 0.68% | 22 |
|
|
2021
Q4 | $1.38M | Sell |
16,161
-50
| -0.3% | -$4.28K | 0.69% | 21 |
|
|
2021
Q3 | $1.4M | Sell |
16,211
-2
| -0% | -$172 | 0.76% | 22 |
|
|
2021
Q2 | $1.4M | Sell |
16,213
-700
| -4% | -$60.3K | 0.76% | 22 |
|
|
2021
Q1 | $1.46M | Buy |
16,913
+1,049
| +7% | +$90.5K | 0.85% | 22 |
|
|
2020
Q4 | $1.37M | Buy |
15,864
+2,427
| +18% | +$210K | 0.87% | 21 |
|
|
2020
Q3 | $1.16M | Buy |
13,437
+764
| +6% | +$66.1K | 0.87% | 21 |
|
|
2020
Q2 | $1.1M | Buy |
+12,673
| New | +$1.1M | 1.06% | 17 |
|