Raab & Moskowitz Asset 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 | $538K | Hold |
6,490
| – | – | 0.13% | 122 |
|
|
2025
Q1 | $537K | Hold |
6,490
| – | – | 0.14% | 121 |
|
|
2024
Q4 | $532K | Hold |
6,490
| – | – | 0.13% | 119 |
|
|
2024
Q3 | $540K | Sell |
6,490
-270
| -4% | -$22.5K | 0.14% | 118 |
|
|
2024
Q2 | $552K | Buy |
6,760
+260
| +4% | +$21.2K | 0.15% | 113 |
|
|
2024
Q1 | $532K | Sell |
6,500
-475
| -7% | -$38.8K | 0.15% | 116 |
|
|
2023
Q4 | $572K | Buy |
6,975
+80
| +1% | +$6.56K | 0.18% | 104 |
|
|
2023
Q3 | $558K | Buy |
6,895
+40
| +0.6% | +$3.24K | 0.2% | 99 |
|
|
2023
Q2 | $556K | Buy |
+6,855
| New | +$556K | 0.19% | 101 |
|
|
2020
Q1 | – | Sell |
-151
| Closed | -$12K | – | 439 |
|
|
2019
Q4 | $12K | Buy |
+151
| New | +$12K | ﹤0.01% | 384 |
|
|
2018
Q4 | – | Sell |
-323
| Closed | -$26K | – | 440 |
|
|
2018
Q3 | $26K | Buy |
+323
| New | +$26K | 0.01% | 317 |
|
|
2015
Q1 | – | Sell |
-616
| Closed | -$52K | – | 326 |
|
|
2014
Q4 | $52K | Buy |
+616
| New | +$52K | 0.03% | 190 |
|