Mather 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
Sell
-91
Closed -$7.53K 1529
2025
Q1
$7.53K Sell
91
-35
-28% -$2.9K ﹤0.01% 1321
2024
Q4
$10.3K Buy
126
+23
+22% +$1.89K ﹤0.01% 1234
2024
Q3
$8.56K Sell
103
-979
-90% -$81.4K ﹤0.01% 1205
2024
Q2
$88.5K Buy
1,082
+607
+128% +$49.6K ﹤0.01% 848
2024
Q1
$39K Buy
+475
New +$39K ﹤0.01% 923
2023
Q3
Sell
-3,975
Closed -$322K 613
2023
Q2
$322K Buy
+3,975
New +$322K 0.01% 441
2020
Q3
Sell
-3,283
Closed -$284K 250
2020
Q2
$284K Buy
+3,283
New +$284K 0.01% 172