Lee Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lee Financial’s Portfolio SHY Stock Details SHY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Sell	16,122 -786	-5%	-$65.1K	0.19%	65
2025 Q1	$1.4M	Sell	16,908 -2,271	-12%	-$188K	0.21%	49
2024 Q4	$1.57M	Sell	19,179 -3,075	-14%	-$252K	0.22%	47
2024 Q3	$1.85M	Sell	22,254 -18,437	-45%	-$1.53M	0.26%	39
2024 Q2	$3.32M	Sell	40,691 -9,135	-18%	-$746K	0.54%	21
2024 Q1	$4.07M	Sell	49,826 -18,888	-27%	-$1.54M	0.68%	20
2023 Q4	$5.64M	Sell	68,714 -34,463	-33%	-$2.83M	0.99%	18
2023 Q3	$8.35M	Sell	103,177 -54,842	-35%	-$4.44M	1.56%	15
2023 Q2	$12.8M	Sell	158,019 -141,377	-47%	-$11.5M	2.24%	13
2023 Q1	$24.6M	Sell	299,396 -7,098	-2%	-$583K	4.22%	6
2022 Q4	$24.9M	Sell	306,494 -12,101	-4%	-$982K	4.24%	6
2022 Q3	$25.9M	Buy	318,595 +17,056	+6%	+$1.39M	4.84%	5
2022 Q2	$25M	Buy	301,539 +137,381	+84%	+$11.4M	4.58%	6
2022 Q1	$13.7M	Buy	164,158 +157,566	+2,390%	+$13.1M	2.45%	11
2021 Q4	$564K	Buy	6,592 +2,323	+54%	+$199K	0.11%	92
2021 Q3	$368K	Sell	4,269 -158	-4%	-$13.6K	0.08%	106
2021 Q2	$381K	Sell	4,427 -360	-8%	-$31K	0.08%	105
2021 Q1	$413K	Sell	4,787 -2,593	-35%	-$224K	0.1%	92
2020 Q4	$637K	Sell	7,380 -91	-1%	-$7.86K	0.17%	73
2020 Q3	$646K	Sell	7,471 -6,737	-47%	-$583K	0.18%	73
2020 Q2	$1.23M	Sell	14,208 -5,137	-27%	-$445K	0.34%	52
2020 Q1	$1.68M	Sell	19,345 -11,184	-37%	-$970K	0.56%	29
2019 Q4	$2.58M	Buy	30,529 +30,189	+8,879%	+$2.56M	0.56%	28
2019 Q3	$29K	Hold	340	–	–	0.01%	224
2019 Q2	$29K	Hold	340	–	–	0.01%	231
2019 Q1	$29K	Sell	340 -4,013	-92%	-$342K	0.01%	224
2018 Q4	$364K	Buy	4,353 +220	+5%	+$18.4K	0.1%	84
2018 Q3	$343K	Buy	4,133 +3,000	+265%	+$249K	0.08%	96
2018 Q2	$94K	Hold	1,133	–	–	0.02%	216
2018 Q1	$95K	Buy	1,133 +1,003	+772%	+$84.1K	0.02%	214
2017 Q4	$11K	Buy	130 +90	+225%	+$7.62K	﹤0.01%	308
2017 Q3	$3K	Buy	+40	New	+$3K	﹤0.01%	441
2017 Q1	–	Sell	-195	Closed	-$16K	–	429
2016 Q4	$16K	Buy	+195	New	+$16K	0.01%	242