Acorn Wealth 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 | $1.65M | Buy |
19,916
+60
| +0.3% | +$4.97K | 0.61% | 40 |
|
|
2025
Q1 | $1.64M | Buy |
19,856
+408
| +2% | +$33.8K | 0.68% | 34 |
|
|
2024
Q4 | $1.59M | Sell |
19,448
-1,331
| -6% | -$109K | 0.66% | 36 |
|
|
2024
Q3 | $1.73M | Buy |
20,779
+152
| +0.7% | +$12.6K | 0.74% | 31 |
|
|
2024
Q2 | $1.68M | Sell |
20,627
-3,311
| -14% | -$270K | 0.83% | 29 |
|
|
2024
Q1 | $1.96M | Buy |
23,938
+8,267
| +53% | +$676K | 1.02% | 25 |
|
|
2023
Q4 | $1.29M | Buy |
15,671
+4,864
| +45% | +$399K | 0.76% | 30 |
|
|
2023
Q3 | $875K | Sell |
10,807
-8,909
| -45% | -$721K | 0.58% | 39 |
|
|
2023
Q2 | $1.6M | Sell |
19,716
-415
| -2% | -$33.6K | 1.09% | 21 |
|
|
2023
Q1 | $1.65M | Buy |
+20,131
| New | +$1.65M | 1.22% | 18 |
|
|
2018
Q3 | – | Sell |
-1,728
| Closed | -$144K | – | 382 |
|
|
2018
Q2 | $144K | Buy |
1,728
+2
| +0.1% | +$167 | 0.12% | 137 |
|
|
2018
Q1 | $144K | Sell |
1,726
-124
| -7% | -$10.3K | 0.12% | 137 |
|
|
2017
Q4 | $155K | Buy |
+1,850
| New | +$155K | 0.14% | 122 |
|