Plan Group Financial’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 | $1.84M | Buy |
22,181
+1,672
| +8% | +$139K | 0.6% | 52 |
|
|
2025
Q1 | $1.7M | Buy |
20,509
+2,252
| +12% | +$186K | 0.61% | 43 |
|
|
2024
Q4 | $1.5M | Buy |
18,257
+1,172
| +7% | +$96.1K | 0.79% | 25 |
|
|
2024
Q3 | $1.42M | Buy |
17,085
+5,071
| +42% | +$422K | 0.75% | 26 |
|
|
2024
Q2 | $981K | Buy |
12,014
+200
| +2% | +$16.3K | 0.6% | 35 |
|
|
2024
Q1 | $966K | Buy |
11,814
+1,993
| +20% | +$163K | 0.63% | 34 |
|
|
2023
Q4 | $806K | Sell |
9,821
-1,827
| -16% | -$150K | 0.71% | 32 |
|
|
2023
Q3 | $943K | Buy |
+11,648
| New | +$943K | 0.68% | 27 |
|
|
2022
Q2 | $1.74M | Buy |
+21,042
| New | +$1.74M | 3% | 10 |
|