Larson Financial 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 | $6.16M | Sell |
74,342
-113,844
| -60% | -$9.43M | 0.25% | 91 |
|
|
2025
Q1 | $15.6M | Sell |
188,186
-3,780
| -2% | -$313K | 0.74% | 27 |
|
|
2024
Q4 | $15.7M | Buy |
191,966
+24,970
| +15% | +$2.05M | 0.81% | 22 |
|
|
2024
Q3 | $13.9M | Buy |
166,996
+78,519
| +89% | +$6.53M | 0.79% | 26 |
|
|
2024
Q2 | $7.22M | Buy |
88,477
+44,403
| +101% | +$3.63M | 0.49% | 46 |
|
|
2024
Q1 | $3.6M | Buy |
44,074
+22,273
| +102% | +$1.82M | 0.28% | 74 |
|
|
2023
Q4 | $1.79M | Buy |
21,801
+15,464
| +244% | +$1.27M | 0.16% | 118 |
|
|
2023
Q3 | $513K | Buy |
6,337
+757
| +14% | +$61.3K | 0.05% | 192 |
|
|
2023
Q2 | $452K | Sell |
5,580
-737
| -12% | -$59.8K | 0.05% | 205 |
|
|
2023
Q1 | $519K | Sell |
6,317
-1,156
| -15% | -$95K | 0.06% | 194 |
|
|
2022
Q4 | $607K | Buy |
7,473
+5,327
| +248% | +$432K | 0.07% | 176 |
|
|
2022
Q3 | $174K | Buy |
2,146
+39
| +2% | +$3.16K | 0.02% | 287 |
|
|
2022
Q2 | $174K | Sell |
2,107
-167
| -7% | -$13.8K | 0.03% | 205 |
|
|
2022
Q1 | $190K | Sell |
2,274
-3,814
| -63% | -$319K | 0.03% | 202 |
|
|
2021
Q4 | $521K | Buy |
6,088
+448
| +8% | +$38.3K | 0.08% | 109 |
|
|
2021
Q3 | $486K | Buy |
5,640
+1,268
| +29% | +$109K | 0.1% | 86 |
|
|
2021
Q2 | $377K | Sell |
4,372
-37
| -0.8% | -$3.19K | 0.09% | 88 |
|
|
2021
Q1 | $380K | Sell |
4,409
-3
| -0.1% | -$259 | 0.11% | 71 |
|
|
2020
Q4 | $381K | Sell |
4,412
-2,046
| -32% | -$177K | 0.13% | 66 |
|
|
2020
Q3 | $559K | Sell |
6,458
-51
| -0.8% | -$4.42K | 0.23% | 50 |
|
|
2020
Q2 | $564K | Buy |
6,509
+6,415
| +6,824% | +$556K | 0.27% | 56 |
|
|
2020
Q1 | $8K | Buy |
94
+79
| +527% | +$6.72K | 0.01% | 320 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 540 |
|
|
2019
Q3 | $1K | Sell |
15
-19
| -56% | -$1.27K | ﹤0.01% | 512 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 332 |
|