Richardson Financial Services’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
$1.4K Sell
17
-9
-35% -$743 ﹤0.01% 496
2025
Q1
$2.15K Sell
26
-20
-43% -$1.66K ﹤0.01% 474
2024
Q4
$3.77K Sell
46
-82
-64% -$6.72K ﹤0.01% 471
2024
Q3
$10.5K Hold
128
0.01% 399
2024
Q2
$10.5K Sell
128
-18
-12% -$1.47K 0.01% 383
2024
Q1
$11.9K Buy
146
+141
+2,820% +$11.5K 0.01% 388
2023
Q4
$410 Buy
+5
New +$410 ﹤0.01% 372