Whitcomb & Hess’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
$1.89M Buy
22,775
+382
+2% +$31.7K 0.53% 24
2025
Q1
$1.85M Buy
22,393
+226
+1% +$18.7K 0.56% 22
2024
Q4
$1.82M Sell
22,167
-474
-2% -$38.9K 0.56% 24
2024
Q3
$1.88M Sell
22,641
-1,132
-5% -$94.1K 0.56% 23
2024
Q2
$1.94M Buy
23,773
+1,522
+7% +$124K 0.6% 23
2024
Q1
$1.82M Buy
22,251
+3,096
+16% +$253K 0.58% 22
2023
Q4
$1.57M Sell
19,155
-51
-0.3% -$4.18K 0.54% 23
2023
Q3
$1.56M Buy
19,206
+12,777
+199% +$1.03M 0.58% 20
2023
Q2
$521K Sell
6,429
-154
-2% -$12.5K 0.19% 30
2023
Q1
$541K Buy
6,583
+70
+1% +$5.75K 0.2% 29
2022
Q4
$529K Buy
6,513
+772
+13% +$62.7K 0.21% 26
2022
Q3
$466K Buy
+5,741
New +$466K 0.21% 25