Tilia Fiduciary Partners’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
Q1 | – | Sell |
-4,516
| Closed | -$370K | – | 117 |
|
|
2024
Q4 | $370K | Hold |
4,516
| – | – | 0.25% | 85 |
|
|
2024
Q3 | $376K | Hold |
4,516
| – | – | 0.26% | 82 |
|
|
2024
Q2 | $369K | Hold |
4,516
| – | – | 0.29% | 79 |
|
|
2024
Q1 | $369K | Buy |
+4,516
| New | +$369K | 0.3% | 78 |
|
|
2023
Q3 | – | Sell |
-588
| Closed | -$47.7K | – | 420 |
|
|
2023
Q2 | $47.7K | Hold |
588
| – | – | 0.04% | 222 |
|
|
2023
Q1 | $48.3K | Hold |
588
| – | – | 0.05% | 212 |
|
|
2022
Q4 | $47.7K | Sell |
588
-172
| -23% | -$14K | 0.05% | 206 |
|
|
2022
Q3 | $62K | Hold |
760
| – | – | 0.06% | 178 |
|
|
2022
Q2 | $63K | Sell |
760
-45
| -6% | -$3.73K | 0.06% | 182 |
|
|
2022
Q1 | $67K | Hold |
805
| – | – | 0.06% | 195 |
|
|
2021
Q4 | $69K | Buy |
+805
| New | +$69K | 0.06% | 193 |
|