Rothschild Investment LLC’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 | $2.52M | Buy |
30,446
+5,931
| +24% | +$491K | 0.16% | 130 |
|
|
2025
Q1 | $2.03M | Buy |
24,515
+1,310
| +6% | +$108K | 0.14% | 146 |
|
|
2024
Q4 | $1.9M | Buy |
23,205
+7,497
| +48% | +$615K | 0.12% | 150 |
|
|
2024
Q3 | $1.31M | Buy |
15,708
+3,857
| +33% | +$321K | 0.09% | 204 |
|
|
2024
Q2 | $968K | Buy |
11,851
+535
| +5% | +$43.7K | 0.07% | 231 |
|
|
2024
Q1 | $925K | Buy |
11,316
+86
| +0.8% | +$7.03K | 0.07% | 239 |
|
|
2023
Q4 | $921K | Buy |
+11,230
| New | +$921K | 0.08% | 204 |
|