AAMA
Advanced Asset Management Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Sell |
15,589
-667
| -4% | -$55.3K | 0.35% | 41 |
|
2025
Q1 | $1.34M | Buy |
16,256
+685
| +4% | +$56.7K | 0.37% | 44 |
|
2024
Q4 | $1.28M | Buy |
15,571
+5,887
| +61% | +$483K | 0.33% | 46 |
|
2024
Q3 | $791K | Hold |
9,684
| – | – | 0.21% | 48 |
|
2024
Q2 | $791K | Sell |
9,684
-524
| -5% | -$42.8K | 0.21% | 49 |
|
2024
Q1 | $835K | Buy |
10,208
+1,581
| +18% | +$129K | 0.21% | 51 |
|
2023
Q4 | $708K | Buy |
8,627
+128
| +2% | +$10.5K | 0.17% | 53 |
|
2023
Q3 | $688K | Sell |
8,499
-116
| -1% | -$9.39K | 0.16% | 55 |
|
2023
Q2 | $699K | Buy |
8,615
+174
| +2% | +$14.1K | 0.16% | 55 |
|
2023
Q1 | $694K | Sell |
8,441
-30,057
| -78% | -$2.47M | 0.17% | 57 |
|
2022
Q4 | $3.12M | Buy |
38,498
+26
| +0.1% | +$2.11K | 0.78% | 46 |
|
2022
Q3 | $3.12M | Buy |
38,472
+2
| +0% | +$162 | 0.86% | 45 |
|
2022
Q2 | $3.19M | Sell |
38,470
-4,316
| -10% | -$357K | 0.82% | 46 |
|
2022
Q1 | $3.57M | Sell |
42,786
-4,701
| -10% | -$392K | 0.78% | 45 |
|
2021
Q4 | $4.06M | Sell |
47,487
-154,459
| -76% | -$13.2M | 0.84% | 43 |
|
2021
Q3 | $17.4M | Sell |
201,946
-580
| -0.3% | -$50K | 3.73% | 7 |
|
2021
Q2 | $17.5M | Buy |
202,526
+187
| +0.1% | +$16.1K | 3.69% | 7 |
|
2021
Q1 | $17.5M | Sell |
202,339
-24,655
| -11% | -$2.13M | 3.89% | 7 |
|
2020
Q4 | $19.6M | Buy |
226,994
+32,450
| +17% | +$2.8M | 4.58% | 7 |
|
2020
Q3 | $16.8M | Buy |
194,544
+69,524
| +56% | +$6.01M | 4.47% | 7 |
|
2020
Q2 | $10.8M | Buy |
125,020
+103,332
| +476% | +$8.95M | 3.17% | 6 |
|
2020
Q1 | $1.88M | Buy |
21,688
+287
| +1% | +$24.9K | 0.65% | 46 |
|
2019
Q4 | $1.81M | Buy |
21,401
+87
| +0.4% | +$7.36K | 0.55% | 54 |
|
2019
Q3 | $1.81M | Buy |
21,314
+151
| +0.7% | +$12.8K | 0.58% | 54 |
|
2019
Q2 | $1.79M | Buy |
21,163
+14,387
| +212% | +$1.22M | 0.62% | 44 |
|
2019
Q1 | $570K | Sell |
6,776
-6,155
| -48% | -$518K | 0.2% | 81 |
|
2018
Q4 | $1.08M | Buy |
+12,931
| New | +$1.08M | 0.35% | 70 |
|
2018
Q3 | – | Sell |
-12,546
| Closed | -$1.05M | – | 118 |
|
2018
Q2 | $1.05M | Buy |
12,546
+4,170
| +50% | +$348K | 0.34% | 63 |
|
2018
Q1 | $700K | Sell |
8,376
-24
| -0.3% | -$2.01K | 0.23% | 81 |
|
2017
Q4 | $704K | Buy |
+8,400
| New | +$704K | 0.23% | 84 |
|