Phillips Financial Management’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 | $444K | Sell |
5,364
-18,805
| -78% | -$1.56M | 0.03% | 143 |
|
|
2025
Q1 | $2M | Sell |
24,169
-43
| -0.2% | -$3.56K | 0.15% | 79 |
|
|
2024
Q4 | $1.98M | Sell |
24,212
-2,129
| -8% | -$175K | 0.16% | 81 |
|
|
2024
Q3 | $2.19M | Sell |
26,341
-975
| -4% | -$81.1K | 0.17% | 80 |
|
|
2024
Q2 | $2.23M | Sell |
27,316
-123
| -0.4% | -$10K | 0.18% | 80 |
|
|
2024
Q1 | $2.24M | Sell |
27,439
-517
| -2% | -$42.3K | 0.18% | 82 |
|
|
2023
Q4 | $2.29M | Buy |
27,956
+471
| +2% | +$38.6K | 0.2% | 80 |
|
|
2023
Q3 | $2.23M | Sell |
27,485
-1,074
| -4% | -$87K | 0.21% | 78 |
|
|
2023
Q2 | $2.32M | Sell |
28,559
-25
| -0.1% | -$2.03K | 0.21% | 77 |
|
|
2023
Q1 | $2.35M | Sell |
28,584
-58
| -0.2% | -$4.77K | 0.23% | 72 |
|
|
2022
Q4 | $2.32M | Sell |
28,642
-286
| -1% | -$23.2K | 0.24% | 73 |
|
|
2022
Q3 | $2.35M | Buy |
+28,928
| New | +$2.35M | 0.26% | 68 |
|