Morris Financial Concepts’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 | $8.81M | Buy |
106,371
+5,698
| +6% | +$472K | 3.5% | 5 |
|
|
2025
Q1 | $8.33M | Buy |
100,673
+4,020
| +4% | +$333K | 3.49% | 5 |
|
|
2024
Q4 | $7.92M | Buy |
96,653
+7,799
| +9% | +$639K | 3.4% | 6 |
|
|
2024
Q3 | $7.39M | Buy |
88,854
+5,714
| +7% | +$475K | 3.17% | 7 |
|
|
2024
Q2 | $6.79M | Buy |
83,140
+10,530
| +15% | +$860K | 3.25% | 6 |
|
|
2024
Q1 | $5.94M | Buy |
72,610
+3,993
| +6% | +$327K | 3.04% | 8 |
|
|
2023
Q4 | $5.63M | Buy |
68,617
+2,561
| +4% | +$210K | 3.21% | 8 |
|
|
2023
Q3 | $5.35M | Sell |
66,056
-1,284
| -2% | -$104K | 3.55% | 8 |
|
|
2023
Q2 | $5.46M | Buy |
67,340
+11,310
| +20% | +$917K | 3.53% | 9 |
|
|
2023
Q1 | $4.6M | Buy |
56,030
+28,560
| +104% | +$2.35M | 3.24% | 9 |
|
|
2022
Q4 | $2.23M | Buy |
27,470
+27,469
| +2,746,900% | +$2.23M | 1.8% | 12 |
|
|
2022
Q3 | $0 | Sell |
1
-1,781
| -100% | – | ﹤0.01% | 128 |
|
|
2022
Q2 | $147K | Buy |
1,782
+165
| +10% | +$13.6K | 0.14% | 72 |
|
|
2022
Q1 | $135K | Buy |
1,617
+417
| +35% | +$34.8K | 0.11% | 72 |
|
|
2021
Q4 | $103K | Buy |
+1,200
| New | +$103K | 0.09% | 71 |
|