RFS
Retirement Financial Solutions’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 | $3.98M | Sell |
48,085
-550
| -1% | -$45.6K | 2.47% | 13 |
|
|
2025
Q1 | $4.02M | Sell |
48,635
-1,895
| -4% | -$157K | 2.43% | 13 |
|
|
2024
Q4 | $4.14M | Sell |
50,530
-3,394
| -6% | -$278K | 2.23% | 13 |
|
|
2024
Q3 | $4.48M | Buy |
53,924
+192
| +0.4% | +$16K | 1.96% | 15 |
|
|
2024
Q2 | $4.39M | Sell |
53,732
-1,297
| -2% | -$106K | 2.06% | 15 |
|
|
2024
Q1 | $4.5M | Sell |
55,029
-5,918
| -10% | -$484K | 2.31% | 15 |
|
|
2023
Q4 | $5M | Sell |
60,947
-1,022
| -2% | -$83.8K | 2.83% | 14 |
|
|
2023
Q3 | $5.02M | Sell |
61,969
-16,649
| -21% | -$1.35M | 3.38% | 12 |
|
|
2023
Q2 | $6.37M | Buy |
78,618
+9,987
| +15% | +$810K | 4.38% | 11 |
|
|
2023
Q1 | $5.64M | Sell |
68,631
-5,908
| -8% | -$485K | 4.48% | 11 |
|
|
2022
Q4 | $6.05M | Buy |
+74,539
| New | +$6.05M | 5.14% | 9 |
|