Kooman & Associates’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 | $6.19M | Sell |
74,732
-4,067
| -5% | -$337K | 2.09% | 8 |
|
2025
Q1 | $6.52M | Sell |
78,799
-1,195
| -1% | -$98.9K | 2.39% | 8 |
|
2024
Q4 | $6.56M | Sell |
79,994
-824
| -1% | -$67.6K | 2.37% | 8 |
|
2024
Q3 | $6.72M | Sell |
80,818
-1,206
| -1% | -$100K | 2.48% | 8 |
|
2024
Q2 | $6.7M | Buy |
82,024
+311
| +0.4% | +$25.4K | 2.69% | 8 |
|
2024
Q1 | $6.68M | Buy |
81,713
+2,548
| +3% | +$208K | 2.78% | 8 |
|
2023
Q4 | $6.49M | Sell |
79,165
-4,499
| -5% | -$369K | 2.91% | 8 |
|
2023
Q3 | $6.77M | Sell |
83,664
-761
| -0.9% | -$61.6K | 3.43% | 8 |
|
2023
Q2 | $6.85M | Sell |
84,425
-2,096
| -2% | -$170K | 3.39% | 8 |
|
2023
Q1 | $7.11M | Buy |
86,521
+7,178
| +9% | +$590K | 3.84% | 8 |
|
2022
Q4 | $6.44M | Buy |
+79,343
| New | +$6.44M | 6.35% | 4 |
|