TFM
TFC Financial 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 | $73.1M | Buy |
882,610
+1,868
| +0.2% | +$155K | 10.02% | 3 |
|
|
2025
Q1 | $72.9M | Buy |
880,742
+19,365
| +2% | +$1.6M | 11.15% | 3 |
|
|
2024
Q4 | $70.6M | Buy |
861,377
+39,456
| +5% | +$3.23M | 11.17% | 3 |
|
|
2024
Q3 | $68.3M | Buy |
821,921
+715,648
| +673% | +$59.5M | 10.81% | 3 |
|
|
2024
Q2 | $8.68M | Buy |
106,273
+14,861
| +16% | +$1.21M | 1.52% | 10 |
|
|
2024
Q1 | $7.48M | Buy |
91,412
+21,336
| +30% | +$1.74M | 1.33% | 11 |
|
|
2023
Q4 | $5.75M | Buy |
70,076
+68,876
| +5,740% | +$5.65M | 1.16% | 11 |
|
|
2023
Q3 | $97.2K | Sell |
1,200
-200
| -14% | -$16.2K | 0.02% | 169 |
|
|
2023
Q2 | $114K | Buy |
+1,400
| New | +$114K | 0.03% | 157 |
|