SF
Summit Financial’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 | $485K | Sell |
5,853
-28
| -0.5% | -$2.32K | 0.01% | 578 |
|
|
2025
Q1 | $487K | Buy |
5,881
+1,938
| +49% | +$160K | 0.01% | 520 |
|
|
2024
Q4 | $323K | Sell |
3,943
-2,147
| -35% | -$176K | 0.01% | 521 |
|
|
2024
Q3 | $506K | Sell |
6,090
-1,469
| -19% | -$122K | 0.02% | 370 |
|
|
2024
Q2 | $617K | Buy |
7,559
+1,767
| +31% | +$144K | 0.03% | 294 |
|
|
2024
Q1 | $474K | Buy |
5,792
+3,003
| +108% | +$246K | 0.03% | 266 |
|
|
2023
Q4 | $229K | Sell |
2,789
-21,637
| -89% | -$1.78M | 0.02% | 331 |
|
|
2023
Q3 | $1.98M | Buy |
24,426
+3,658
| +18% | +$296K | 0.15% | 89 |
|
|
2023
Q2 | $1.68M | Buy |
20,768
+7,976
| +62% | +$647K | 0.12% | 103 |
|
|
2023
Q1 | $1.05M | Buy |
+12,792
| New | +$1.05M | 0.09% | 114 |
|