Roble Belko & Company’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 | $164K | Buy |
1,983
+17
| +0.9% | +$1.41K | 0.02% | 120 |
|
|
2025
Q1 | $163K | Buy |
1,966
+10
| +0.5% | +$829 | 0.03% | 115 |
|
|
2024
Q4 | $160K | Buy |
1,956
+324
| +20% | +$26.5K | 0.03% | 112 |
|
|
2024
Q3 | $136K | Buy |
1,632
+17
| +1% | +$1.42K | 0.02% | 117 |
|
|
2024
Q2 | $132K | Buy |
1,615
+15
| +0.9% | +$1.23K | 0.02% | 120 |
|
|
2024
Q1 | $131K | Buy |
1,600
+10
| +0.6% | +$819 | 0.02% | 123 |
|
|
2023
Q4 | $130K | Buy |
1,590
+18
| +1% | +$1.47K | 0.02% | 113 |
|
|
2023
Q3 | $127K | Buy |
+1,572
| New | +$127K | 0.03% | 110 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$13K | – | 375 |
|
|
2022
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 253 |
|