Logan Capital Management’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
$77.6K Buy
936
+44
+5% +$3.65K ﹤0.01% 293
2025
Q1
$73.7K Buy
892
+24
+3% +$1.98K ﹤0.01% 324
2024
Q4
$71.2K Buy
868
+425
+96% +$34.8K ﹤0.01% 324
2024
Q3
$36.8K Buy
+443
New +$36.8K ﹤0.01% 354
2021
Q4
Sell
-95
Closed -$8K 556
2021
Q3
$8K Hold
95
﹤0.01% 465
2021
Q2
$8K Sell
95
-194
-67% -$16.3K ﹤0.01% 460
2021
Q1
$25K Buy
+289
New +$25K ﹤0.01% 392