Toth Financial Advisory’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 | $2.49K | Hold |
30
| – | – | ﹤0.01% | 611 |
|
|
2025
Q1 | $2.48K | Sell |
30
-50
| -63% | -$4.14K | ﹤0.01% | 576 |
|
|
2024
Q4 | $6.56K | Hold |
80
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $6.65K | Hold |
80
| – | – | ﹤0.01% | 489 |
|
|
2024
Q2 | $6.53K | Hold |
80
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $6.54K | Hold |
80
| – | – | ﹤0.01% | 492 |
|
|
2023
Q4 | $6.56K | Sell |
80
-158
| -66% | -$13K | ﹤0.01% | 497 |
|
|
2023
Q3 | $19.3K | Buy |
+238
| New | +$19.3K | ﹤0.01% | 373 |
|
|
2022
Q3 | – | Sell |
-73
| Closed | -$6K | – | 780 |
|
|
2022
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 448 |
|
|
2020
Q3 | $6K | Sell |
73
-145
| -67% | -$11.9K | ﹤0.01% | 412 |
|
|
2020
Q2 | $19K | Hold |
218
| – | – | ﹤0.01% | 286 |
|
|
2020
Q1 | $19K | Hold |
218
| – | – | 0.01% | 231 |
|
|
2019
Q4 | $18K | Hold |
218
| – | – | ﹤0.01% | 265 |
|
|
2019
Q3 | $18K | Hold |
218
| – | – | ﹤0.01% | 282 |
|
|
2019
Q2 | $18K | Hold |
218
| – | – | ﹤0.01% | 278 |
|
|
2019
Q1 | $18K | Hold |
218
| – | – | ﹤0.01% | 267 |
|
|
2018
Q4 | $18K | Hold |
218
| – | – | ﹤0.01% | 249 |
|
|
2018
Q3 | $18K | Hold |
218
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $18K | Hold |
218
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $18K | Sell |
218
-35
| -14% | -$2.89K | ﹤0.01% | 279 |
|
|
2017
Q4 | $21K | Buy |
+253
| New | +$21K | 0.01% | 271 |
|