Rather & Kittrell’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 | $1.27M | Buy |
15,269
+78
| +0.5% | +$6.46K | 0.25% | 34 |
|
|
2025
Q1 | $1.26M | Hold |
15,191
| – | – | 0.27% | 33 |
|
|
2024
Q4 | $1.25M | Buy |
15,191
+12
| +0.1% | +$984 | 0.29% | 33 |
|
|
2024
Q3 | $1.26M | Sell |
15,179
-1,500
| -9% | -$125K | 0.31% | 32 |
|
|
2024
Q2 | $1.36M | Sell |
16,679
-746
| -4% | -$60.9K | 0.37% | 31 |
|
|
2024
Q1 | $1.43M | Buy |
17,425
+216
| +1% | +$17.7K | 0.43% | 29 |
|
|
2023
Q4 | $1.41M | Hold |
17,209
| – | – | 0.49% | 28 |
|
|
2023
Q3 | $1.39M | Hold |
17,209
| – | – | 0.56% | 27 |
|
|
2023
Q2 | $1.4M | Sell |
17,209
-250
| -1% | -$20.3K | 0.58% | 28 |
|
|
2023
Q1 | $1.43M | Sell |
17,459
-978
| -5% | -$80.4K | 0.65% | 27 |
|
|
2022
Q4 | $1.5M | Sell |
18,437
-4,156
| -18% | -$337K | 0.8% | 27 |
|
|
2022
Q3 | $1.83M | Sell |
22,593
-884
| -4% | -$71.8K | 1.93% | 11 |
|
|
2022
Q2 | $1.94M | Sell |
23,477
-2,695
| -10% | -$223K | 2.13% | 11 |
|
|
2022
Q1 | $2.18M | Sell |
26,172
-1,200
| -4% | -$100K | 2.13% | 11 |
|
|
2021
Q4 | $2.34M | Buy |
+27,372
| New | +$2.34M | 2.06% | 14 |
|