Addison 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 | $13.3K | Hold |
160
| – | – | ﹤0.01% | 592 |
|
|
2025
Q1 | $13.2K | Sell |
160
-625
| -80% | -$51.7K | ﹤0.01% | 539 |
|
|
2024
Q4 | $64.4K | Sell |
785
-7,905
| -91% | -$648K | 0.02% | 345 |
|
|
2024
Q3 | $723K | Sell |
8,690
-240
| -3% | -$20K | 0.2% | 83 |
|
|
2024
Q2 | $729K | Buy |
8,930
+495
| +6% | +$40.4K | 0.24% | 78 |
|
|
2024
Q1 | $690K | Buy |
8,435
+3,655
| +76% | +$299K | 0.24% | 79 |
|
|
2023
Q4 | $392K | Buy |
4,780
+2,160
| +82% | +$177K | 0.15% | 110 |
|
|
2023
Q3 | $212K | Buy |
+2,620
| New | +$212K | 0.1% | 144 |
|