L.M. Kohn & Company’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 | – | Sell |
-7,768
| Closed | -$643K | – | 296 |
|
|
2025
Q1 | $643K | Buy |
7,768
+2,609
| +51% | +$216K | 0.17% | 126 |
|
|
2024
Q4 | $423K | Buy |
5,159
+57
| +1% | +$4.67K | 0.11% | 154 |
|
|
2024
Q3 | $424K | Buy |
5,102
+203
| +4% | +$16.9K | 0.11% | 165 |
|
|
2024
Q2 | $400K | Buy |
4,899
+245
| +5% | +$20K | 0.11% | 159 |
|
|
2024
Q1 | $381K | Buy |
+4,654
| New | +$381K | 0.11% | 172 |
|
|
2023
Q2 | – | Sell |
-5,494
| Closed | -$451K | – | 249 |
|
|
2023
Q1 | $451K | Sell |
5,494
-1,994
| -27% | -$164K | 0.19% | 125 |
|
|
2022
Q4 | $608K | Buy |
7,488
+366
| +5% | +$29.7K | 0.28% | 89 |
|
|
2022
Q3 | $578K | Sell |
7,122
-7,354
| -51% | -$597K | 0.28% | 86 |
|
|
2022
Q2 | $1.2M | Sell |
14,476
-271
| -2% | -$22.4K | 0.56% | 45 |
|
|
2022
Q1 | $1.23M | Buy |
+14,747
| New | +$1.23M | 0.47% | 48 |
|