Tempus Wealth Planning’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 | $342K | Buy |
4,123
+517
| +14% | +$42.8K | 0.09% | 196 |
|
|
2025
Q1 | $298K | Buy |
3,606
+243
| +7% | +$20.1K | 0.09% | 199 |
|
|
2024
Q4 | $276K | Hold |
3,363
| – | – | 0.08% | 202 |
|
|
2024
Q3 | $280K | Buy |
3,363
+433
| +15% | +$36K | 0.1% | 178 |
|
|
2024
Q2 | $239K | Sell |
2,930
-33
| -1% | -$2.69K | 0.1% | 174 |
|
|
2024
Q1 | $242K | Hold |
2,963
| – | – | 0.11% | 173 |
|
|
2023
Q4 | $243K | Sell |
2,963
-1,132
| -28% | -$92.9K | 0.11% | 165 |
|
|
2023
Q3 | $332K | Sell |
4,095
-668
| -14% | -$54.1K | 0.17% | 117 |
|
|
2023
Q2 | $386K | Sell |
4,763
-122
| -2% | -$9.89K | 0.17% | 123 |
|
|
2023
Q1 | $401K | Sell |
4,885
-273
| -5% | -$22.4K | 0.2% | 109 |
|
|
2022
Q4 | $419K | Buy |
5,158
+199
| +4% | +$16.2K | 0.25% | 106 |
|
|
2022
Q3 | $403K | Buy |
4,959
+1,223
| +33% | +$99.4K | 0.27% | 102 |
|
|
2022
Q2 | $309K | Hold |
3,736
| – | – | 0.25% | 100 |
|
|
2022
Q1 | $311K | Hold |
3,736
| – | – | 0.22% | 103 |
|
|
2021
Q4 | $320K | Hold |
3,736
| – | – | 0.17% | 119 |
|
|
2021
Q3 | $322K | Hold |
3,736
| – | – | 0.18% | 120 |
|
|
2021
Q2 | $322K | Sell |
3,736
-385
| -9% | -$33.2K | 0.21% | 117 |
|
|
2021
Q1 | $355K | Hold |
4,121
| – | – | 0.38% | 71 |
|
|
2020
Q4 | $356K | Hold |
4,121
| – | – | 0.46% | 49 |
|
|
2020
Q3 | $357K | Hold |
4,121
| – | – | 0.52% | 43 |
|
|
2020
Q2 | $357K | Hold |
4,121
| – | – | 0.53% | 39 |
|
|
2020
Q1 | $357K | Sell |
4,121
-12
| -0.3% | -$1.04K | 0.59% | 31 |
|
|
2019
Q4 | $350K | Buy |
+4,133
| New | +$350K | 0.31% | 51 |
|