SJGA
Stephen J. Garry & Associates’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 | $2.48M | Buy |
29,872
+3,415
| +13% | +$283K | 2.14% | 13 |
|
2025
Q1 | $2.19M | Buy |
26,457
+2,215
| +9% | +$183K | 2.05% | 13 |
|
2024
Q4 | $1.99M | Sell |
24,242
-52,205
| -68% | -$4.28M | 1.84% | 13 |
|
2024
Q3 | $6.36M | Sell |
76,447
-21,781
| -22% | -$1.81M | 6.04% | 6 |
|
2024
Q2 | $8.02M | Buy |
98,228
+3,244
| +3% | +$265K | 8.12% | 2 |
|
2024
Q1 | $7.77M | Buy |
94,984
+7,234
| +8% | +$592K | 8.04% | 2 |
|
2023
Q4 | $7.2M | Buy |
+87,750
| New | +$7.2M | 7.97% | 2 |
|