RCS
Retirement Capital Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Hold |
10,072
| – | – | 0.33% | 44 |
|
|
2025
Q1 | $833K | Hold |
10,072
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $826K | Buy |
10,072
+6,091
| +153% | +$499K | 0.31% | 48 |
|
|
2024
Q3 | $331K | Sell |
3,981
-189
| -5% | -$15.7K | 0.13% | 56 |
|
|
2024
Q2 | $340K | Buy |
4,170
+70
| +2% | +$5.72K | 0.14% | 57 |
|
|
2024
Q1 | $335K | Buy |
4,100
+59
| +1% | +$4.83K | 0.14% | 59 |
|
|
2023
Q4 | $332K | Hold |
4,041
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $327K | Sell |
4,041
-114,477
| -97% | -$9.27M | 0.15% | 51 |
|
|
2023
Q2 | $9.61M | Sell |
118,518
-133,038
| -53% | -$10.8M | 4.42% | 8 |
|
|
2023
Q1 | $20.7M | Buy |
+251,556
| New | +$20.7M | 10.05% | 3 |
|