Alternative 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 | $575K | Sell |
6,935
-795
| -10% | -$65.9K | 0.29% | 32 |
|
|
2025
Q1 | $639K | Sell |
7,730
-695
| -8% | -$57.5K | 0.34% | 33 |
|
|
2024
Q4 | $691K | Sell |
8,425
-266
| -3% | -$21.8K | 0.36% | 31 |
|
|
2024
Q3 | $723K | Buy |
8,691
+4,410
| +103% | +$367K | 0.38% | 30 |
|
|
2024
Q2 | $350K | Buy |
+4,281
| New | +$350K | 0.2% | 32 |
|
|
2023
Q4 | – | Sell |
-2,813
| Closed | -$228K | – | 54 |
|
|
2023
Q3 | $228K | Buy |
+2,813
| New | +$228K | 0.16% | 47 |
|