SAM
Secure Asset Management’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 | $365K | Sell |
4,401
-101
| -2% | -$8.37K | 0.07% | 226 |
|
|
2025
Q1 | $372K | Sell |
4,502
-2,680
| -37% | -$222K | 0.07% | 210 |
|
|
2024
Q4 | $589K | Sell |
7,182
-195
| -3% | -$16K | 0.09% | 173 |
|
|
2024
Q3 | $613K | Sell |
7,377
-151
| -2% | -$12.6K | 0.1% | 162 |
|
|
2024
Q2 | $615K | Buy |
7,528
+148
| +2% | +$12.1K | 0.12% | 151 |
|
|
2024
Q1 | $604K | Hold |
7,380
| – | – | 0.14% | 122 |
|
|
2023
Q4 | $605K | Buy |
7,380
+9
| +0.1% | +$738 | 0.16% | 114 |
|
|
2023
Q3 | $597K | Buy |
7,371
+1,715
| +30% | +$139K | 0.18% | 112 |
|
|
2023
Q2 | $459K | Sell |
5,656
-54
| -0.9% | -$4.38K | 0.14% | 118 |
|
|
2023
Q1 | $469K | Buy |
+5,710
| New | +$469K | 0.16% | 118 |
|
|
2020
Q3 | – | Sell |
-7,618
| Closed | -$660K | – | 167 |
|
|
2020
Q2 | $660K | Sell |
7,618
-584
| -7% | -$50.6K | 0.47% | 58 |
|
|
2020
Q1 | $711K | Buy |
+8,202
| New | +$711K | 0.77% | 34 |
|