TIAM2
Tru Independence Asset Management 2’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 | $2.72M | Buy |
32,815
+1,157
| +4% | +$95.9K | 1.86% | 19 |
|
|
2025
Q1 | $2.62M | Sell |
31,658
-4,691
| -13% | -$388K | 1.96% | 17 |
|
|
2024
Q4 | $2.98M | Buy |
36,349
+1,097
| +3% | +$89.9K | 2.48% | 12 |
|
|
2024
Q3 | $2.93M | Buy |
+35,252
| New | +$2.93M | 2.47% | 12 |
|
|
2023
Q1 | $2.55M | Buy |
+31,043
| New | +$2.55M | 2.56% | 20 |
|
|
2022
Q3 | $2.82M | Sell |
34,661
-520
| -1% | -$42.2K | 2.99% | 9 |
|
|
2022
Q2 | $2.91M | Sell |
35,181
-918
| -3% | -$76K | 2.4% | 10 |
|
|
2022
Q1 | $3.01M | Buy |
36,099
+47
| +0.1% | +$3.92K | 1.73% | 14 |
|
|
2021
Q4 | $3.08M | Buy |
+36,052
| New | +$3.08M | 1.63% | 16 |
|
|
2021
Q1 | – | Sell |
-747
| Closed | -$65K | – | 364 |
|
|
2020
Q4 | $65K | Buy |
+747
| New | +$65K | 0.05% | 154 |
|