Strategic Financial Concepts’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 | – | Sell |
-15,561
| Closed | -$1.29M | – | 351 |
|
|
2025
Q1 | $1.29M | Buy |
15,561
+365
| +2% | +$30.2K | 0.24% | 90 |
|
|
2024
Q4 | $1.25M | Buy |
+15,196
| New | +$1.25M | 0.24% | 91 |
|
|
2024
Q3 | – | Sell |
-15,004
| Closed | -$1.23M | – | 648 |
|
|
2024
Q2 | $1.23M | Sell |
15,004
-8,565
| -36% | -$699K | 0.71% | 39 |
|
|
2024
Q1 | $1.93M | Sell |
23,569
-1,304
| -5% | -$107K | 0.46% | 54 |
|
|
2023
Q4 | $2.04M | Sell |
24,873
-5,001
| -17% | -$410K | 1.21% | 24 |
|
|
2023
Q3 | $2.42M | Sell |
29,874
-2,174
| -7% | -$176K | 0.82% | 35 |
|
|
2023
Q2 | $2.6M | Buy |
32,048
+16,355
| +104% | +$1.33M | 0.96% | 26 |
|
|
2023
Q1 | $1.29M | Buy |
+15,693
| New | +$1.29M | 0.52% | 53 |
|