Meridian Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meridian Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,465	Closed	-$204K	–	78
2025 Q1	$204K	Hold	2,465	–	–	0.06%	71
2024 Q4	$202K	Hold	2,465	–	–	0.05%	100
2024 Q3	$205K	Hold	2,465	–	–	0.05%	92
2024 Q2	$201K	Hold	2,465	–	–	0.06%	94
2024 Q1	$202K	Hold	2,465	–	–	0.06%	96
2023 Q4	$202K	Sell	2,465 -1,215	-33%	-$99.4K	0.06%	93
2023 Q3	$298K	Sell	3,680 -98	-3%	-$7.94K	0.1%	80
2023 Q2	$306K	Sell	3,778 -477	-11%	-$38.7K	0.1%	78
2023 Q1	$350K	Sell	4,255 -415	-9%	-$34.1K	0.11%	70
2022 Q4	$379K	Hold	4,670	–	–	0.14%	63
2022 Q3	$379K	Hold	4,670	–	–	0.15%	59
2022 Q2	$387K	Sell	4,670 -20	-0.4%	-$1.66K	0.15%	59
2022 Q1	$391K	Sell	4,690 -10	-0.2%	-$834	0.12%	66
2021 Q4	$402K	Buy	4,700 +30	+0.6%	+$2.57K	0.12%	68
2021 Q3	$402K	Hold	4,670	–	–	0.12%	63
2021 Q2	$402K	Hold	4,670	–	–	0.12%	66
2021 Q1	$403K	Hold	4,670	–	–	0.13%	64
2020 Q4	$403K	Hold	4,670	–	–	0.13%	64
2020 Q3	$404K	Hold	4,670	–	–	0.15%	56
2020 Q2	$404K	Hold	4,670	–	–	0.17%	55
2020 Q1	$405K	Hold	4,670	–	–	0.2%	53
2019 Q4	$395K	Hold	4,670	–	–	0.16%	60
2019 Q3	$396K	Hold	4,670	–	–	0.18%	55
2019 Q2	$396K	Hold	4,670	–	–	0.18%	56
2019 Q1	$393K	Hold	4,670	–	–	0.19%	55
2018 Q4	$391K	Hold	4,670	–	–	0.2%	57
2018 Q3	$388K	Hold	4,670	–	–	0.17%	64
2018 Q2	$389K	Hold	4,670	–	–	0.18%	65
2018 Q1	$390K	Hold	4,670	–	–	0.18%	60
2017 Q4	$392K	Hold	4,670	–	–	0.18%	61
2017 Q3	$394K	Hold	4,670	–	–	0.2%	57
2017 Q2	$395K	Hold	4,670	–	–	0.21%	53
2017 Q1	$395K	Sell	4,670 -700	-13%	-$59.2K	0.22%	50
2016 Q4	$453K	Sell	5,370 -4,000	-43%	-$337K	0.27%	50
2016 Q3	$797K	Hold	9,370	–	–	0.46%	46
2016 Q2	$799K	Sell	9,370 -575	-6%	-$49K	0.49%	46
2016 Q1	$846K	Sell	9,945 -1,650	-14%	-$140K	0.52%	47
2015 Q4	$978K	Sell	11,595 -1,770	-13%	-$149K	0.63%	46
2015 Q3	$1.14M	Sell	13,365 -1,383	-9%	-$118K	0.75%	45
2015 Q2	$1.25M	Buy	+14,748	New	+$1.25M	0.76%	43