McDonald Partners’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 | $968K | Buy |
11,683
+7,527
| +181% | +$624K | 0.23% | 117 |
|
|
2025
Q1 | $344K | Hold |
4,156
| – | – | 0.09% | 194 |
|
|
2024
Q4 | $341K | Hold |
4,156
| – | – | 0.09% | 190 |
|
|
2024
Q3 | $346K | Hold |
4,156
| – | – | 0.09% | 189 |
|
|
2024
Q2 | $339K | Hold |
4,156
| – | – | 0.09% | 191 |
|
|
2024
Q1 | $340K | Buy |
+4,156
| New | +$340K | 0.09% | 194 |
|
|
2022
Q4 | – | Sell |
-9,456
| Closed | -$768K | – | 229 |
|
|
2022
Q3 | $768K | Hold |
9,456
| – | – | 0.29% | 105 |
|
|
2022
Q2 | $783K | Hold |
9,456
| – | – | 0.2% | 139 |
|
|
2022
Q1 | $788K | Buy |
9,456
+9,211
| +3,760% | +$768K | 0.17% | 155 |
|
|
2021
Q4 | $21K | Sell |
245
-9,211
| -97% | -$788K | 0.02% | 147 |
|
|
2021
Q3 | $815K | Hold |
9,456
| – | – | 0.19% | 142 |
|
|
2021
Q2 | $815K | Buy |
+9,456
| New | +$815K | 0.19% | 134 |
|