RIS
Retirement Income 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 | $707K | Buy |
8,534
+36
| +0.4% | +$2.98K | 0.13% | 63 |
|
|
2025
Q1 | $703K | Buy |
8,498
+2,060
| +32% | +$170K | 0.15% | 59 |
|
|
2024
Q4 | $528K | Sell |
6,438
-7,843
| -55% | -$643K | 0.11% | 71 |
|
|
2024
Q3 | $1.19M | Sell |
14,281
-846
| -6% | -$70.3K | 0.27% | 41 |
|
|
2024
Q2 | $1.24M | Sell |
15,127
-12,100
| -44% | -$988K | 0.3% | 40 |
|
|
2024
Q1 | $2.23M | Sell |
27,227
-8,312
| -23% | -$680K | 0.5% | 28 |
|
|
2023
Q4 | $2.92M | Sell |
35,539
-13,176
| -27% | -$1.08M | 0.72% | 22 |
|
|
2023
Q3 | $3.94M | Buy |
48,715
+6,539
| +16% | +$529K | 1.1% | 17 |
|
|
2023
Q2 | $3.42M | Sell |
42,176
-1,692
| -4% | -$137K | 0.92% | 20 |
|
|
2023
Q1 | $3.6M | Sell |
43,868
-4,234
| -9% | -$348K | 1.05% | 18 |
|
|
2022
Q4 | $3.9M | Sell |
48,102
-2,284
| -5% | -$185K | 1.24% | 16 |
|
|
2022
Q3 | $4.1M | Buy |
50,386
+40,769
| +424% | +$3.31M | 1.47% | 16 |
|
|
2022
Q2 | $795K | Buy |
+9,617
| New | +$795K | 0.28% | 44 |
|