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 |
|