Roundview Capital’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 | $1.87M | Buy |
22,540
+4,101
| +22% | +$340K | 0.12% | 154 |
|
|
2025
Q1 | $1.53M | Sell |
18,439
-349
| -2% | -$28.9K | 0.11% | 164 |
|
|
2024
Q4 | $1.54M | Sell |
18,788
-449
| -2% | -$36.8K | 0.11% | 170 |
|
|
2024
Q3 | $1.6M | Sell |
19,237
-259
| -1% | -$21.5K | 0.12% | 165 |
|
|
2024
Q2 | $1.59M | Buy |
19,496
+1,196
| +7% | +$97.7K | 0.13% | 155 |
|
|
2024
Q1 | $1.5M | Sell |
18,300
-313
| -2% | -$25.6K | 0.12% | 162 |
|
|
2023
Q4 | $1.53M | Buy |
18,613
+14,538
| +357% | +$1.19M | 0.14% | 146 |
|
|
2023
Q3 | $330K | Buy |
4,075
+1,043
| +34% | +$84.4K | 0.03% | 268 |
|
|
2023
Q2 | $246K | Hold |
3,032
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $249K | Buy |
3,032
+410
| +16% | +$33.7K | 0.03% | 296 |
|
|
2022
Q4 | $213K | Buy |
+2,622
| New | +$213K | 0.02% | 285 |
|