WhitTier Trust Company’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 | $5.97K | Hold |
72
| – | – | ﹤0.01% | 1188 |
|
|
2025
Q1 | $5.96K | Hold |
72
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q4 | $5.9K | Hold |
72
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q3 | $5.99K | Hold |
72
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q2 | $5.88K | Hold |
72
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q1 | $5.89K | Hold |
72
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q4 | $5.91K | Hold |
72
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q3 | $5.83K | Hold |
72
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $5.84K | Sell |
72
-122
| -63% | -$9.89K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $15.9K | Hold |
194
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $15.7K | Buy |
194
+72
| +59% | +$5.84K | ﹤0.01% | 878 |
|
|
2022
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 916 |
|
|
2022
Q2 | $10K | Hold |
122
| – | – | ﹤0.01% | 927 |
|
|
2022
Q1 | $10K | Sell |
122
-1,350
| -92% | -$111K | ﹤0.01% | 935 |
|
|
2021
Q4 | $126K | Hold |
1,472
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $127K | Sell |
1,472
-200
| -12% | -$17.3K | 0.01% | 511 |
|
|
2021
Q2 | $144K | Hold |
1,672
| – | – | 0.01% | 493 |
|
|
2021
Q1 | $144K | Hold |
1,672
| – | – | 0.01% | 482 |
|
|
2020
Q4 | $144K | Hold |
1,672
| – | – | 0.01% | 466 |
|
|
2020
Q3 | $145K | Hold |
1,672
| – | – | 0.01% | 456 |
|
|
2020
Q2 | $145K | Hold |
1,672
| – | – | 0.01% | 434 |
|
|
2020
Q1 | $145K | Hold |
1,672
| – | – | 0.01% | 422 |
|
|
2019
Q4 | $142K | Hold |
1,672
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $142K | Buy |
1,672
+131
| +9% | +$11.1K | 0.01% | 427 |
|
|
2019
Q2 | $130K | Sell |
1,541
-3,056
| -66% | -$258K | 0.01% | 435 |
|
|
2019
Q1 | $386K | Hold |
4,597
| – | – | 0.03% | 308 |
|
|
2018
Q4 | $385K | Buy |
4,597
+3,225
| +235% | +$270K | 0.03% | 298 |
|
|
2018
Q3 | $114K | Sell |
1,372
-330
| -19% | -$27.4K | 0.01% | 465 |
|
|
2018
Q2 | $142K | Hold |
1,702
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $142K | Hold |
1,702
| – | – | 0.01% | 428 |
|
|
2017
Q4 | $143K | Buy |
1,702
+1,122
| +193% | +$94.3K | 0.01% | 400 |
|
|
2017
Q3 | $49K | Hold |
580
| – | – | ﹤0.01% | 541 |
|
|
2017
Q2 | $49K | Hold |
580
| – | – | ﹤0.01% | 539 |
|
|
2017
Q1 | $49K | Hold |
580
| – | – | ﹤0.01% | 530 |
|
|
2016
Q4 | $49K | Hold |
580
| – | – | 0.01% | 532 |
|
|
2016
Q3 | $49K | Hold |
580
| – | – | 0.01% | 528 |
|
|
2016
Q2 | $49K | Hold |
580
| – | – | 0.01% | 526 |
|
|
2016
Q1 | $49K | Hold |
580
| – | – | 0.01% | 526 |
|
|
2015
Q4 | $49K | Buy |
580
+330
| +132% | +$27.9K | 0.01% | 517 |
|
|
2015
Q3 | $21K | Hold |
250
| – | – | ﹤0.01% | 669 |
|
|
2015
Q2 | $21K | Sell |
250
-300
| -55% | -$25.2K | ﹤0.01% | 701 |
|
|
2015
Q1 | $47K | Hold |
550
| – | – | 0.01% | 546 |
|
|
2014
Q4 | $46K | Sell |
550
-1,000
| -65% | -$83.6K | 0.01% | 545 |
|
|
2014
Q3 | $131K | Hold |
1,550
| – | – | 0.02% | 392 |
|
|
2014
Q2 | $131K | Hold |
1,550
| – | – | 0.01% | 399 |
|
|
2014
Q1 | $131K | Hold |
1,550
| – | – | 0.02% | 400 |
|
|
2013
Q4 | $131K | Hold |
1,550
| – | – | 0.02% | 392 |
|
|
2013
Q3 | $131K | Hold |
1,550
| – | – | 0.02% | 378 |
|
|
2013
Q2 | $131K | Buy |
+1,550
| New | +$131K | 0.02% | 366 |
|