Patten & Patten’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 | $3.81M | Buy |
45,976
+3,504
| +8% | +$290K | 0.25% | 83 |
|
|
2025
Q1 | $3.51M | Buy |
42,472
+2,434
| +6% | +$201K | 0.24% | 79 |
|
|
2024
Q4 | $3.28M | Buy |
40,038
+5,279
| +15% | +$433K | 0.22% | 86 |
|
|
2024
Q3 | $2.89M | Buy |
34,759
+4,688
| +16% | +$390K | 0.19% | 89 |
|
|
2024
Q2 | $2.46M | Sell |
30,071
-2,585
| -8% | -$211K | 0.17% | 105 |
|
|
2024
Q1 | $2.67M | Buy |
+32,656
| New | +$2.67M | 0.19% | 97 |
|