The Family Firm’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 | $2.48M | Buy |
31,169
+1,818
| +6% | +$145K | 0.6% | 39 |
|
|
2025
Q1 | $2.43M | Buy |
29,351
+1,919
| +7% | +$159K | 0.54% | 40 |
|
|
2024
Q4 | $2.25M | Buy |
27,432
+863
| +3% | +$70.8K | 0.5% | 44 |
|
|
2024
Q3 | $2.21M | Buy |
26,569
+480
| +2% | +$39.9K | 0.48% | 46 |
|
|
2024
Q2 | $2.13M | Sell |
26,089
-3,851
| -13% | -$314K | 0.48% | 41 |
|
|
2024
Q1 | $2.45M | Buy |
29,940
+2,730
| +10% | +$223K | 0.6% | 35 |
|
|
2023
Q4 | $2.23M | Sell |
27,210
-4,970
| -15% | -$408K | 0.58% | 39 |
|
|
2023
Q3 | $2.61M | Sell |
32,180
-434
| -1% | -$35.1K | 0.73% | 30 |
|
|
2023
Q2 | $2.64M | Buy |
32,614
+4,366
| +15% | +$354K | 0.7% | 31 |
|
|
2023
Q1 | $2.32M | Buy |
28,248
+444
| +2% | +$36.5K | 0.64% | 32 |
|
|
2022
Q4 | $2.26M | Buy |
27,804
+3,132
| +13% | +$254K | 0.66% | 32 |
|
|
2022
Q3 | $2M | Sell |
24,672
-3,678
| -13% | -$299K | 0.64% | 34 |
|
|
2022
Q2 | $2.35M | Buy |
28,350
+22
| +0.1% | +$1.82K | 0.69% | 33 |
|
|
2022
Q1 | $2.36M | Sell |
28,328
-588
| -2% | -$49K | 0.62% | 36 |
|
|
2021
Q4 | $2.47M | Buy |
28,916
+25
| +0.1% | +$2.14K | 0.64% | 34 |
|
|
2021
Q3 | $2.48M | Sell |
28,891
-238
| -0.8% | -$20.5K | 0.65% | 36 |
|
|
2021
Q2 | $2.51M | Buy |
29,129
+2,562
| +10% | +$221K | 0.68% | 34 |
|
|
2021
Q1 | $2.29M | Buy |
26,567
+188
| +0.7% | +$16.2K | 0.66% | 34 |
|
|
2020
Q4 | $2.28M | Buy |
26,379
+126
| +0.5% | +$10.9K | 0.68% | 33 |
|
|
2020
Q3 | $2.27M | Buy |
26,253
+1,835
| +8% | +$159K | 0.81% | 28 |
|
|
2020
Q2 | $2.12M | Buy |
24,418
+4,406
| +22% | +$382K | 0.79% | 28 |
|
|
2020
Q1 | $1.73M | Sell |
20,012
-1,275
| -6% | -$110K | 0.74% | 31 |
|
|
2019
Q4 | $1.8M | Buy |
21,287
+39
| +0.2% | +$3.3K | 0.61% | 38 |
|
|
2019
Q3 | $1.8M | Buy |
21,248
+566
| +3% | +$48K | 0.64% | 37 |
|
|
2019
Q2 | $1.75M | Buy |
20,682
+1,052
| +5% | +$89.2K | 0.62% | 35 |
|
|
2019
Q1 | $1.65M | Buy |
19,630
+2,080
| +12% | +$175K | 0.6% | 37 |
|
|
2018
Q4 | $1.47M | Buy |
17,550
+674
| +4% | +$56.4K | 0.59% | 37 |
|
|
2018
Q3 | $1.4M | Sell |
16,876
-1,111
| -6% | -$92.3K | 0.51% | 40 |
|
|
2018
Q2 | $1.5M | Buy |
17,987
+3,003
| +20% | +$250K | 0.56% | 38 |
|
|
2018
Q1 | $1.25M | Sell |
14,984
-88
| -0.6% | -$7.35K | 0.49% | 44 |
|
|
2017
Q4 | $1.26M | Buy |
15,072
+2,069
| +16% | +$174K | 0.5% | 40 |
|
|
2017
Q3 | $1.1M | Buy |
13,003
+3,159
| +32% | +$267K | 0.46% | 43 |
|
|
2017
Q2 | $832K | Buy |
9,844
+2,423
| +33% | +$205K | 0.37% | 48 |
|
|
2017
Q1 | $627K | Buy |
7,421
+134
| +2% | +$11.3K | 0.3% | 57 |
|
|
2016
Q4 | $615K | Buy |
7,287
+142
| +2% | +$12K | 0.29% | 57 |
|
|
2016
Q3 | $608K | Buy |
7,145
+2,641
| +59% | +$225K | 0.29% | 58 |
|
|
2016
Q2 | $384K | Buy |
4,504
+4
| +0.1% | +$341 | 0.19% | 67 |
|
|
2016
Q1 | $383K | Sell |
4,500
-245
| -5% | -$20.9K | 0.19% | 67 |
|
|
2015
Q4 | $400K | Sell |
4,745
-107
| -2% | -$9.02K | 0.21% | 69 |
|
|
2015
Q3 | $412K | Sell |
4,852
-998
| -17% | -$84.7K | 0.22% | 66 |
|
|
2015
Q2 | $496K | Buy |
5,850
+5
| +0.1% | +$424 | 0.26% | 62 |
|
|
2015
Q1 | $496K | Buy |
5,845
+4
| +0.1% | +$339 | 0.25% | 58 |
|
|
2014
Q4 | $493K | Buy |
+5,841
| New | +$493K | 0.26% | 60 |
|