Pettyjohn Wood & White’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 | $209K | Hold |
2,525
| – | – | 0.04% | 192 |
|
|
2025
Q1 | $209K | Hold |
2,525
| – | – | 0.04% | 184 |
|
|
2024
Q4 | $207K | Hold |
2,525
| – | – | 0.04% | 194 |
|
|
2024
Q3 | $210K | Hold |
2,525
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $206K | Hold |
2,525
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $206K | Hold |
2,525
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $207K | Hold |
2,525
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $204K | Buy |
+2,525
| New | +$204K | 0.05% | 175 |
|
|
2022
Q4 | – | Sell |
-4,229
| Closed | -$343K | – | 172 |
|
|
2022
Q3 | $343K | Buy |
4,229
+6
| +0.1% | +$487 | 0.09% | 122 |
|
|
2022
Q2 | $350K | Buy |
4,223
+3
| +0.1% | +$249 | 0.08% | 128 |
|
|
2022
Q1 | $352K | Buy |
4,220
+1
| +0% | +$83 | 0.08% | 132 |
|
|
2021
Q4 | $361K | Buy |
4,219
+2
| +0% | +$171 | 0.07% | 132 |
|
|
2021
Q3 | $363K | Buy |
4,217
+1
| +0% | +$86 | 0.08% | 129 |
|
|
2021
Q2 | $363K | Buy |
4,216
+292
| +7% | +$25.1K | 0.08% | 127 |
|
|
2021
Q1 | $338K | Buy |
3,924
+1
| +0% | +$86 | 0.08% | 127 |
|
|
2020
Q4 | $339K | Buy |
3,923
+2
| +0.1% | +$173 | 0.09% | 117 |
|
|
2020
Q3 | $339K | Buy |
3,921
+3
| +0.1% | +$259 | 0.1% | 110 |
|
|
2020
Q2 | $339K | Buy |
3,918
+247
| +7% | +$21.4K | 0.11% | 107 |
|
|
2020
Q1 | $318K | Sell |
3,671
-880
| -19% | -$76.2K | 0.12% | 103 |
|
|
2019
Q4 | $385K | Buy |
4,551
+10
| +0.2% | +$846 | 0.11% | 110 |
|
|
2019
Q3 | $385K | Buy |
4,541
+9
| +0.2% | +$763 | 0.12% | 109 |
|
|
2019
Q2 | $384K | Buy |
4,532
+556
| +14% | +$47.1K | 0.12% | 106 |
|
|
2019
Q1 | $334K | Buy |
3,976
+302
| +8% | +$25.4K | 0.11% | 117 |
|
|
2018
Q4 | $307K | Buy |
+3,674
| New | +$307K | 0.11% | 110 |
|
|
2018
Q3 | – | Sell |
-3,660
| Closed | -$306K | – | 153 |
|
|
2018
Q2 | $306K | Buy |
3,660
+1,260
| +53% | +$105K | 0.11% | 120 |
|
|
2018
Q1 | $201K | Hold |
2,400
| – | – | 0.07% | 148 |
|
|
2017
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.07% | 145 |
|
|
2017
Q1 | – | Sell |
-2,700
| Closed | -$228K | – | 141 |
|
|
2016
Q4 | $228K | Buy |
+2,700
| New | +$228K | 0.09% | 122 |
|
|
2016
Q3 | – | Sell |
-2,700
| Closed | -$230K | – | 126 |
|
|
2016
Q2 | $230K | Hold |
2,700
| – | – | 0.09% | 121 |
|
|
2016
Q1 | $230K | Hold |
2,700
| – | – | 0.09% | 119 |
|
|
2015
Q4 | $228K | Hold |
2,700
| – | – | 0.1% | 117 |
|
|
2015
Q3 | $229K | Hold |
2,700
| – | – | 0.11% | 112 |
|
|
2015
Q2 | $229K | Hold |
2,700
| – | – | 0.1% | 118 |
|
|
2015
Q1 | $229K | Hold |
2,700
| – | – | 0.09% | 121 |
|
|
2014
Q4 | $228K | Hold |
2,700
| – | – | 0.09% | 114 |
|
|
2014
Q3 | $228K | Hold |
2,700
| – | – | 0.1% | 113 |
|
|
2014
Q2 | $228K | Hold |
2,700
| – | – | 0.1% | 111 |
|
|
2014
Q1 | $228K | Sell |
2,700
-500
| -16% | -$42.2K | 0.1% | 112 |
|
|
2013
Q4 | $270K | Hold |
3,200
| – | – | 0.16% | 94 |
|
|
2013
Q3 | $270K | Hold |
3,200
| – | – | 0.17% | 93 |
|
|
2013
Q2 | $270K | Buy |
+3,200
| New | +$270K | 0.17% | 92 |
|