Welch Group’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 | $2.86M | Buy |
34,529
+9,337
| +37% | +$774K | 0.12% | 65 |
|
|
2025
Q1 | $2.08M | Buy |
25,192
+5,265
| +26% | +$435K | 0.09% | 69 |
|
|
2024
Q4 | $1.63M | Buy |
19,927
+2,241
| +13% | +$184K | 0.07% | 81 |
|
|
2024
Q3 | $1.47M | Buy |
17,686
+3,666
| +26% | +$305K | 0.06% | 80 |
|
|
2024
Q2 | $1.14M | Buy |
14,020
+1,753
| +14% | +$143K | 0.06% | 89 |
|
|
2024
Q1 | $1M | Buy |
12,267
+72
| +0.6% | +$5.89K | 0.05% | 84 |
|
|
2023
Q4 | $1M | Buy |
+12,195
| New | +$1M | 0.05% | 90 |
|
|
2023
Q1 | – | Sell |
-29,090
| Closed | -$2.36M | – | 224 |
|
|
2022
Q4 | $2.36M | Buy |
+29,090
| New | +$2.36M | 0.14% | 65 |
|
|
2020
Q2 | – | Sell |
-57,209
| Closed | -$4.96M | – | 149 |
|
|
2020
Q1 | $4.96M | Buy |
+57,209
| New | +$4.96M | 0.53% | 33 |
|