PA
Perennial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
34,034
+1,618
| +5% | +$134K | 0.52% | 53 |
|
|
2025
Q1 | $2.68M | Buy |
32,416
+9,215
| +40% | +$762K | 0.53% | 52 |
|
|
2024
Q4 | $1.9M | Buy |
+23,201
| New | +$1.9M | 0.41% | 53 |
|
|
2024
Q2 | $1.77M | Buy |
21,718
+924
| +4% | +$75.4K | 0.4% | 56 |
|
|
2024
Q1 | $1.7M | Buy |
20,794
+3,129
| +18% | +$256K | 0.4% | 55 |
|
|
2023
Q4 | $1.45M | Buy |
17,665
+845
| +5% | +$69.3K | 0.36% | 61 |
|
|
2023
Q3 | $1.36M | Buy |
16,820
+529
| +3% | +$42.8K | 0.37% | 59 |
|
|
2023
Q2 | $1.32M | Buy |
16,291
+453
| +3% | +$36.7K | 0.34% | 59 |
|
|
2023
Q1 | $1.3M | Buy |
15,838
+2,867
| +22% | +$236K | 0.37% | 57 |
|
|
2022
Q4 | $1.05M | Buy |
+12,971
| New | +$1.05M | 0.33% | 54 |
|