1620 Investment Advisors’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 | $313K | Sell |
3,775
-1,655
| -30% | -$137K | 0.22% | 119 |
|
|
2025
Q1 | $449K | Hold |
5,430
| – | – | 0.34% | 94 |
|
|
2024
Q4 | $445K | Sell |
5,430
-290
| -5% | -$23.8K | 0.34% | 92 |
|
|
2024
Q3 | $476K | Sell |
5,720
-200
| -3% | -$16.6K | 0.34% | 90 |
|
|
2024
Q2 | $483K | Hold |
5,920
| – | – | 0.37% | 79 |
|
|
2024
Q1 | $484K | Buy |
5,920
+1,120
| +23% | +$91.6K | 0.49% | 67 |
|
|
2023
Q4 | $394K | Sell |
4,800
-1,645
| -26% | -$135K | 0.43% | 80 |
|
|
2023
Q3 | $522K | Sell |
6,445
-340
| -5% | -$27.5K | 0.59% | 56 |
|
|
2023
Q2 | $550K | Hold |
6,785
| – | – | 0.6% | 54 |
|
|
2023
Q1 | $557K | Buy |
+6,785
| New | +$557K | 0.67% | 48 |
|