Advisory Research’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 | $926K | Hold |
11,171
| – | – | 0.14% | 108 |
|
|
2025
Q1 | $924K | Sell |
11,171
-355
| -3% | -$29.4K | 0.16% | 109 |
|
|
2024
Q4 | $945K | Buy |
11,526
+195
| +2% | +$16K | 0.16% | 113 |
|
|
2024
Q3 | $942K | Buy |
11,331
+1,541
| +16% | +$128K | 0.17% | 109 |
|
|
2024
Q2 | $799K | Buy |
9,790
+2,865
| +41% | +$234K | 0.15% | 116 |
|
|
2024
Q1 | $566K | Buy |
6,925
+3,980
| +135% | +$325K | 0.11% | 126 |
|
|
2023
Q4 | $242K | Buy |
2,945
+30
| +1% | +$2.46K | 0.04% | 307 |
|
|
2023
Q3 | $236K | Buy |
2,915
+270
| +10% | +$21.9K | 0.03% | 406 |
|
|
2023
Q2 | $214K | Buy |
+2,645
| New | +$214K | 0.03% | 423 |
|