Ownership history in Ted Buchan & Co · 7 quarters on record
This page tracks every 13F SEC filing in which Ted Buchan & Co reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 147,087 | +5,331 | +3.8% | 4.47% | $12.2M | $82.35 |
| 2025 Q3 | ADDED | 141,756 | +4,891 | +3.6% | 4.61% | $11.8M | $81.48 |
| 2025 Q2 | REDUCED | 136,865 | -695 | -0.5% | 4.51% | $11.3M | $80.60 |
| 2025 Q1 | ADDED | 137,560 | +513 | +0.4% | 5.38% | $11.4M | $79.69 |
| 2024 Q4 | REDUCED | 137,047 | -5,733 | -4.0% | 5.30% | $11.2M | $78.46 |
| 2024 Q3 | ADDED | 142,780 | +24,221 | +20.4% | 5.63% | $11.9M | $78.53 |
| 2024 Q2 | INITIATED | 118,559 | — | — | 8.14% | $9.7M | — |
As of 2025 Q4 — sorted by position size