SCM
Stordahl Capital 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 | $603K | Sell |
7,274
-1,861
| -20% | -$154K | 0.13% | 34 |
|
|
2025
Q1 | $756K | Buy |
9,135
+659
| +8% | +$54.5K | 0.18% | 29 |
|
|
2024
Q4 | $695K | Sell |
8,476
-156
| -2% | -$12.8K | 0.16% | 30 |
|
|
2024
Q3 | $716K | Buy |
8,632
+825
| +11% | +$68.4K | 0.17% | 30 |
|
|
2024
Q2 | $637K | Sell |
7,807
-1,585
| -17% | -$129K | 0.16% | 33 |
|
|
2024
Q1 | $768K | Sell |
9,392
-317
| -3% | -$25.9K | 0.19% | 29 |
|
|
2023
Q4 | $797K | Sell |
9,709
-6,773
| -41% | -$556K | 0.22% | 29 |
|
|
2023
Q3 | $1.33M | Sell |
16,482
-31,015
| -65% | -$2.51M | 0.4% | 21 |
|
|
2023
Q2 | $3.85M | Buy |
47,497
+237
| +0.5% | +$19.2K | 1.11% | 15 |
|
|
2023
Q1 | $3.88M | Sell |
47,260
-8,586
| -15% | -$705K | 1.18% | 15 |
|
|
2022
Q4 | $4.53M | Buy |
55,846
+9,482
| +20% | +$770K | 1.48% | 15 |
|
|
2022
Q3 | $3.77M | Sell |
46,364
-2,551
| -5% | -$207K | 1.36% | 15 |
|
|
2022
Q2 | $4.05M | Buy |
48,915
+33
| +0.1% | +$2.73K | 1.54% | 15 |
|
|
2022
Q1 | $4.07M | Hold |
48,882
| – | – | 1.51% | 13 |
|
|
2021
Q4 | $4.18M | Buy |
48,882
+11
| +0% | +$941 | 1.56% | 13 |
|
|
2021
Q3 | $4.21M | Buy |
48,871
+320
| +0.7% | +$27.6K | 1.68% | 12 |
|
|
2021
Q2 | $4.18M | Sell |
48,551
-65,497
| -57% | -$5.64M | 1.7% | 11 |
|
|
2021
Q1 | $9.84M | Buy |
114,048
+68,799
| +152% | +$5.93M | 4.15% | 9 |
|
|
2020
Q4 | $3.91M | Buy |
45,249
+4,340
| +11% | +$375K | 1.77% | 12 |
|
|
2020
Q3 | $3.54M | Buy |
40,909
+21,059
| +106% | +$1.82M | 1.83% | 11 |
|
|
2020
Q2 | $1.72M | Sell |
19,850
-21,864
| -52% | -$1.89M | 0.95% | 16 |
|
|
2020
Q1 | $3.61M | Sell |
41,714
-9,187
| -18% | -$796K | 2.23% | 11 |
|
|
2019
Q4 | $4.31M | Buy |
50,901
+3,134
| +7% | +$265K | 1.74% | 14 |
|
|
2019
Q3 | $4.05M | Sell |
47,767
-803
| -2% | -$68.1K | 1.62% | 16 |
|
|
2019
Q2 | $4.11M | Buy |
48,570
+5,714
| +13% | +$483K | 1.59% | 16 |
|
|
2019
Q1 | $3.59M | Buy |
42,856
+1,509
| +4% | +$127K | 1.46% | 16 |
|
|
2018
Q4 | $3.46M | Sell |
41,347
-2,622
| -6% | -$219K | 1.69% | 16 |
|
|
2018
Q3 | $3.65M | Sell |
43,969
-580
| -1% | -$48.1K | 1.63% | 16 |
|
|
2018
Q2 | $3.71M | Buy |
44,549
+4,846
| +12% | +$404K | 1.67% | 16 |
|
|
2018
Q1 | $3.32M | Sell |
39,703
-16,580
| -29% | -$1.39M | 1.58% | 16 |
|
|
2017
Q4 | $4.72M | Buy |
+56,283
| New | +$4.72M | 2.24% | 14 |
|