Tiemann Investment Advisors’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 | $427K | Buy |
5,150
+400
| +8% | +$33.1K | 0.17% | 108 |
|
|
2025
Q1 | $393K | Buy |
4,750
+1,000
| +27% | +$82.7K | 0.18% | 106 |
|
|
2024
Q4 | $307K | Buy |
3,750
+1,000
| +36% | +$82K | 0.14% | 128 |
|
|
2024
Q3 | $229K | Hold |
2,750
| – | – | 0.1% | 175 |
|
|
2024
Q2 | $225K | Sell |
2,750
-500
| -15% | -$40.8K | 0.1% | 169 |
|
|
2024
Q1 | $266K | Hold |
3,250
| – | – | 0.12% | 155 |
|
|
2023
Q4 | $267K | Sell |
3,250
-3,000
| -48% | -$246K | 0.13% | 154 |
|
|
2023
Q3 | $506K | Hold |
6,250
| – | – | 0.27% | 79 |
|
|
2023
Q2 | $507K | Hold |
6,250
| – | – | 0.26% | 85 |
|
|
2023
Q1 | $514K | Buy |
6,250
+500
| +9% | +$41.1K | 0.28% | 79 |
|
|
2022
Q4 | $467K | Buy |
5,750
+2,750
| +92% | +$223K | 0.27% | 88 |
|
|
2022
Q3 | $244K | Hold |
3,000
| – | – | 0.16% | 138 |
|
|
2022
Q2 | $248K | Hold |
3,000
| – | – | 0.13% | 157 |
|
|
2022
Q1 | $250K | Hold |
3,000
| – | – | 0.12% | 172 |
|
|
2021
Q4 | $257K | Hold |
3,000
| – | – | 0.11% | 179 |
|
|
2021
Q3 | $258K | Hold |
3,000
| – | – | 0.12% | 168 |
|
|
2021
Q2 | $258K | Buy |
+3,000
| New | +$258K | 0.12% | 173 |
|