PCS
Personal CFO Solutions’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 | $1.44M | Buy |
17,428
+13,229
| +315% | +$1.1M | 0.27% | 73 |
|
|
2025
Q1 | $347K | Sell |
4,199
-584
| -12% | -$48.3K | 0.07% | 274 |
|
|
2024
Q4 | $392K | Buy |
+4,783
| New | +$392K | 0.08% | 248 |
|
|
2024
Q3 | – | Sell |
-14,242
| Closed | -$1.16M | – | 594 |
|
|
2024
Q2 | $1.16M | Sell |
14,242
-1,923
| -12% | -$157K | 0.18% | 109 |
|
|
2024
Q1 | $1.32M | Buy |
16,165
+10,976
| +212% | +$898K | 0.21% | 95 |
|
|
2023
Q4 | $426K | Sell |
5,189
-27,636
| -84% | -$2.27M | 0.07% | 273 |
|
|
2023
Q3 | $2.66M | Buy |
32,825
+25,861
| +371% | +$2.09M | 0.53% | 37 |
|
|
2023
Q2 | $565K | Sell |
6,964
-30,753
| -82% | -$2.49M | 0.11% | 181 |
|
|
2023
Q1 | $3.1M | Buy |
37,717
+32,001
| +560% | +$2.63M | 0.64% | 31 |
|
|
2022
Q4 | $464K | Sell |
5,716
-54,960
| -91% | -$4.46M | 0.1% | 200 |
|
|
2022
Q3 | $4.93M | Sell |
60,676
-16,999
| -22% | -$1.38M | 1.24% | 17 |
|
|
2022
Q2 | $6.43M | Sell |
77,675
-129
| -0.2% | -$10.7K | 1.51% | 14 |
|
|
2022
Q1 | $6.49M | Buy |
77,804
+51,582
| +197% | +$4.3M | 1.28% | 16 |
|
|
2021
Q4 | $2.24M | Buy |
26,222
+13,814
| +111% | +$1.18M | 0.42% | 45 |
|
|
2021
Q3 | $1.07M | Buy |
12,408
+44
| +0.4% | +$3.79K | 0.22% | 96 |
|
|
2021
Q2 | $1.07M | Sell |
12,364
-12,421
| -50% | -$1.07M | 0.22% | 88 |
|
|
2021
Q1 | $2.14M | Buy |
24,785
+6,334
| +34% | +$546K | 0.46% | 43 |
|
|
2020
Q4 | $1.59M | Buy |
18,451
+116
| +0.6% | +$10K | 0.39% | 54 |
|
|
2020
Q3 | $2K | Sell |
18,335
-32,746
| -64% | -$3.57K | 0.67% | 43 |
|
|
2020
Q2 | $4.42M | Sell |
51,081
-22,148
| -30% | -$1.92M | 1.31% | 9 |
|
|
2020
Q1 | $6.35M | Buy |
73,229
+61,187
| +508% | +$5.3M | 2.28% | 6 |
|
|
2019
Q4 | $1.02M | Sell |
12,042
-1,124
| -9% | -$95.1K | 0.29% | 69 |
|
|
2019
Q3 | $1.12M | Buy |
+13,166
| New | +$1.12M | 0.44% | 54 |
|