Deane Retirement Strategies, Inc. SHY holdings history
ISHARES 1-3 YEAR TREASURY BO · CUSIP 464287457 · CIK 1659346
As of 2026-06-30, Deane Retirement Strategies, Inc. reported 751 SHY (shares), valued at $61.66K, or 0.03% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 53.41%; reported value decreased 53.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.03% | 751 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.05% | 1,612 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 0.06% | 1,611 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.06% | 1,594 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.06% | 1,538 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 0.06% | 1,535 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 0.07% | 1,648 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 0.07% | 1,668 | SEC filing ↗Filed Oct 3, 2024 |
| Q2 2024 | 0.07% | 1,652 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 0.07% | 1,672 | SEC filing ↗Filed Apr 9, 2024 |
| Q4 2023 | 0.11% | 2,396 | SEC filing ↗Filed Jan 18, 2024Amended |
| Q3 2023 | 8.37% | 185,134 | SEC filing ↗Filed Oct 25, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.37% | 185,134 | $14.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 0.11% | 2,396 | $196.57K | Shares decreased 98.71%; reported value decreased 98.69%, and weight changed -8.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 0.07% | 1,672 | $136.74K | Shares decreased 30.22%; reported value decreased 30.44%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2024 |
| Q2 2024 | 0.07% | 1,652 | $134.89K | Shares decreased 1.20%; reported value decreased 1.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 0.07% | 1,668 | $138.69K | Shares increased 0.97%; reported value increased 2.82%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2024 |
| Q4 2024 | 0.07% | 1,648 | $135.10K | Shares decreased 1.20%; reported value decreased 2.59%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.06% | 1,535 | $126.99K | Shares decreased 6.86%; reported value decreased 6.00%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 0.06% | 1,538 | $127.44K | Shares increased 0.20%; reported value increased 0.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 0.06% | 1,594 | $132.24K | Shares increased 3.64%; reported value increased 3.77%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.06% | 1,611 | $133.42K | Shares increased 1.07%; reported value increased 0.90%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.05% | 1,612 | $133.10K | Shares increased 0.06%; reported value decreased 0.24%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 0.03% | 751 | $61.66K | Shares decreased 53.41%; reported value decreased 53.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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