Rollins Financial Advisors’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 | $274K | Hold |
3,307
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $274K | Buy |
3,307
+669
| +25% | +$55.3K | 0.05% | 106 |
|
|
2024
Q4 | $216K | Hold |
2,638
| – | – | 0.03% | 124 |
|
|
2024
Q3 | $219K | Hold |
2,638
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $215K | Sell |
2,638
-1,343
| -34% | -$110K | 0.04% | 118 |
|
|
2024
Q1 | $326K | Sell |
3,981
-3,061
| -43% | -$250K | 0.06% | 91 |
|
|
2023
Q4 | $578K | Buy |
+7,042
| New | +$578K | 0.12% | 60 |
|