Ted Buchan & Co’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 | $11.3M | Sell |
136,865
-695
| -0.5% | -$57.6K | 4.51% | 5 |
|
|
2025
Q1 | $11.4M | Buy |
137,560
+513
| +0.4% | +$42.4K | 5.38% | 3 |
|
|
2024
Q4 | $11.2M | Sell |
137,047
-5,733
| -4% | -$470K | 5.3% | 3 |
|
|
2024
Q3 | $11.9M | Buy |
142,780
+8,555
| +6% | +$711K | 5.63% | 3 |
|
|
2024
Q2 | $11M | Buy |
134,225
+7,683
| +6% | +$627K | 5.88% | 3 |
|
|
2024
Q1 | $10.3M | Buy |
126,542
+18,094
| +17% | +$1.48M | 6.36% | 2 |
|
|
2023
Q4 | $8.9M | Sell |
108,448
-1,630
| -1% | -$134K | 6.48% | 3 |
|
|
2023
Q3 | $8.91M | Sell |
110,078
-3,554
| -3% | -$288K | 7.16% | 2 |
|
|
2023
Q2 | $9.21M | Sell |
113,632
-4,927
| -4% | -$399K | 7.08% | 3 |
|
|
2023
Q1 | $9.74M | Buy |
118,559
+38,015
| +47% | +$3.12M | 8.14% | 2 |
|
|
2022
Q4 | $6.54M | Buy |
+80,544
| New | +$6.54M | 6.05% | 4 |
|