RDFA
Ritter Daniher Financial Advisory’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 | $49.7K | Hold |
600
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $49.6K | Hold |
600
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $49.2K | Hold |
600
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $49.9K | Sell |
600
-498
| -45% | -$41.4K | 0.01% | 158 |
|
|
2024
Q2 | $89.7K | Hold |
1,098
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $89.8K | Buy |
1,098
+325
| +42% | +$26.6K | 0.03% | 117 |
|
|
2023
Q4 | $63.4K | Hold |
773
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $62.6K | Buy |
773
+173
| +29% | +$14K | 0.03% | 128 |
|
|
2023
Q2 | $48.6K | Hold |
600
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $49.3K | Hold |
600
| – | – | 0.02% | 137 |
|
|
2022
Q4 | $48.7K | Sell |
600
-201
| -25% | -$16.3K | 0.02% | 149 |
|
|
2022
Q3 | $65K | Buy |
801
+600
| +299% | +$48.7K | 0.05% | 104 |
|
|
2022
Q2 | $17K | Hold |
201
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $17K | Hold |
201
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $17K | Hold |
201
| – | – | 0.01% | 141 |
|
|
2021
Q3 | $17K | Hold |
201
| – | – | 0.01% | 139 |
|
|
2021
Q2 | $17K | Hold |
201
| – | – | 0.01% | 136 |
|
|
2021
Q1 | $17K | Hold |
201
| – | – | 0.01% | 127 |
|
|
2020
Q4 | $17K | Buy |
+201
| New | +$17K | 0.01% | 124 |
|