1834 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 | $287K | Buy |
3,465
+252
| +8% | +$20.9K | 0.04% | 190 |
|
|
2025
Q1 | $266K | Sell |
3,213
-21
| -0.6% | -$1.74K | 0.03% | 193 |
|
|
2024
Q4 | $265K | Buy |
3,234
+174
| +6% | +$14.3K | 0.03% | 198 |
|
|
2024
Q3 | $254K | Buy |
3,060
+15
| +0.5% | +$1.25K | 0.03% | 206 |
|
|
2024
Q2 | $249K | Buy |
3,045
+335
| +12% | +$27.4K | 0.03% | 202 |
|
|
2024
Q1 | $222K | Hold |
2,710
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $222K | Hold |
2,710
| – | – | 0.03% | 221 |
|
|
2023
Q3 | $219K | Buy |
2,710
+159
| +6% | +$12.9K | 0.03% | 223 |
|
|
2023
Q2 | $207K | Sell |
2,551
-93
| -4% | -$7.54K | 0.02% | 228 |
|
|
2023
Q1 | $217K | Buy |
+2,644
| New | +$217K | 0.03% | 231 |
|
|
2022
Q3 | – | Sell |
-2,465
| Closed | -$204K | – | 410 |
|
|
2022
Q2 | $204K | Hold |
2,465
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $205K | Sell |
2,465
-46
| -2% | -$3.83K | 0.03% | 193 |
|
|
2021
Q4 | $215K | Buy |
2,511
+65
| +3% | +$5.57K | 0.02% | 183 |
|
|
2021
Q3 | $211K | Buy |
2,446
+12
| +0.5% | +$1.04K | 0.03% | 185 |
|
|
2021
Q2 | $210K | Buy |
2,434
+213
| +10% | +$18.4K | 0.03% | 186 |
|
|
2021
Q1 | $192K | Buy |
2,221
+256
| +13% | +$22.1K | 0.02% | 202 |
|
|
2020
Q4 | $170K | Buy |
1,965
+34
| +2% | +$2.94K | 0.02% | 204 |
|
|
2020
Q3 | $167K | Buy |
1,931
+155
| +9% | +$13.4K | 0.02% | 194 |
|
|
2020
Q2 | $154K | Sell |
1,776
-230
| -11% | -$19.9K | 0.02% | 193 |
|
|
2020
Q1 | $174K | Buy |
2,006
+56
| +3% | +$4.86K | 0.03% | 188 |
|
|
2019
Q4 | $165K | Buy |
1,950
+121
| +7% | +$10.2K | 0.03% | 207 |
|
|
2019
Q3 | $155K | Hold |
1,829
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $155K | Buy |
1,829
+32
| +2% | +$2.71K | 0.02% | 208 |
|
|
2019
Q1 | $151K | Hold |
1,797
| – | – | 0.02% | 209 |
|
|
2018
Q4 | $150K | Hold |
1,797
| – | – | 0.03% | 203 |
|
|
2018
Q3 | $149K | Buy |
1,797
+57
| +3% | +$4.73K | 0.02% | 215 |
|
|
2018
Q2 | $145K | Sell |
1,740
-13
| -0.7% | -$1.08K | 0.02% | 200 |
|
|
2018
Q1 | $146K | Buy |
1,753
+93
| +6% | +$7.75K | 0.02% | 190 |
|
|
2017
Q4 | $139K | Buy |
+1,660
| New | +$139K | 0.02% | 207 |
|