Ameritas Advisory Services’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 | $1.13M | Sell |
13,584
-9,391
| -41% | -$778K | 0.06% | 316 |
|
2025
Q1 | $1.89M | Buy |
22,975
+882
| +4% | +$72.4K | 0.08% | 250 |
|
2024
Q4 | $1.81M | Buy |
22,093
+19,574
| +777% | +$1.6M | 0.06% | 281 |
|
2024
Q3 | $209K | Sell |
2,519
-1,103
| -30% | -$91.7K | 0.01% | 796 |
|
2024
Q2 | $296K | Sell |
3,622
-694
| -16% | -$56.7K | 0.01% | 732 |
|
2024
Q1 | $352K | Sell |
4,316
-6,711
| -61% | -$547K | 0.01% | 661 |
|
2023
Q4 | $904K | Sell |
11,027
-651
| -6% | -$53.4K | 0.05% | 307 |
|
2023
Q3 | $946K | Buy |
+11,678
| New | +$946K | 0.05% | 352 |
|
2023
Q2 | – | Sell |
-4,088
| Closed | -$336K | – | 2197 |
|
2023
Q1 | $336K | Sell |
4,088
-4,669
| -53% | -$383K | 0.02% | 608 |
|
2022
Q4 | $711K | Buy |
8,757
+1,893
| +28% | +$154K | 0.03% | 435 |
|
2022
Q3 | $557K | Buy |
6,864
+888
| +15% | +$72.1K | 0.03% | 409 |
|
2022
Q2 | $495K | Buy |
5,976
+2,733
| +84% | +$226K | 0.03% | 458 |
|
2022
Q1 | $270K | Buy |
3,243
+569
| +21% | +$47.4K | 0.01% | 697 |
|
2021
Q4 | $229K | Buy |
+2,674
| New | +$229K | 0.01% | 739 |
|