Shepherd Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
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2025
Q1 | $479K | Buy |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $930K | Sell |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $8.14M | Buy |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $780K | Buy |
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|
2021
Q3 | $748K | Buy |
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|
2021
Q2 | $570K | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.47M | Sell |
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|
2019
Q3 | $14M | Sell |
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|
2019
Q2 | $21.1M | Buy |
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|
2019
Q1 | $20.1M | Buy |
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|
2018
Q4 | $16.8M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $377K | Sell |
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|
2017
Q3 | $745K | Sell |
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|
2017
Q2 | $1.95M | Buy |
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